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Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor.

  • We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, small business owners, corporate executives and high net-worth individuals.
  • We specialize in comprehensive strategies for financial planning, investment management, and tax planning.
  • We cultivate life-long relationships with clients to act as a conduit between having resources and creating a lifestyle.
  • We act independently to serve not corporate but clients' best interests.

We accomplish this mission by constructing financial plans that advance clients' life goals. At the same time, we foster a long-term financial advisory relationship to stay attuned to clients' changing goals.

More about BGM Wealth

 

Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More