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Fiduciary Financial Planners & Investment Advisors

BKM Wealth Management

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BKM Associates

Our mission is to positively impact the lives of our clients.

BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We serve a select group of individuals, families, and business owners helping them build, manage, preserve, and transition their wealth. We would be honored to be a resource for you.

Working With Us

Our wealth management service combines life-long financial planning with ongoing investment management. We take pride in providing personalized service to our clients and acknowledge that we are held to a fiduciary standard of care.

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Our Services

We are a family-owned business serving a select group of individuals, families and business owners in all areas of financial planning.

Financial Planning

We firmly believe that a well-constructed financial plan, combined with a trusted, proactive financial advisor, can empower you to fully enjoy your wealth while also providing you with valuable time to do so.
Financial Planning

Investment Management

We understand that a lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. Your portfolio and financial plan should get the attention they deserve.
Investment Management

Tax Planning

At BKM Wealth Management we understand that holistic financial planning must include advanced tax planning.
Tax Planning

Estate Planning

BKM Wealth Management's Financial Advisors can work with your attorney and accountant to ensure that your heirs' risks are managed and that your assets transition as efficiently and smoothly as possible.
Estate Planning

Business Retirement Plans

With more than 30 variations of qualified retirement plans available to private businesses today, finding the right plan to meet your company's needs can be a daunting task. This is where BKM Wealth Management can help.
Business Retirement Plans

Prepared to help at any stage of life

Please contact us to start your plan today and/or book a time to meet below.

BKM Wealth Management 20300 Water Tower Blvd #250 Brookfield, WI 53045

Primary: (262) 955-7150

Fax: (262) 955-7147

info@bkmwm.com

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