BKM Wealth Management

A locally owned, independent financial advisory practice in Brookfield, WI.
We serve a select group of individuals and business owners helping them build, manage, protect and transition their wealth. We would be honored to be a resource for you.

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Financial Advisors Putting You First

Our financial advisory practice is focused on:

  • Retirement Planning & Income Planning - Helping families invest for retirement and giving them the confidence they need to enjoy it.
  • Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets their needs and helps the employees get on track towards retirement. This often involves the implementation of 401(k), profit-sharing, and pension plans. We also provide the ongoing employee education and plan reviews.
  • Divorce Financial Analysis - Helping divorce attorneys and their clients plan for the financial aspects of divorce, and life after divorce.
BKM Wealth Management Team

BKM Wealth Management

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