Fiduciary Financial Planners & Investment Advisors

BKM Wealth Management

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BKM Wealth Management

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.
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Integrated Tax Planning

A holistic financial plan includes advanced tax planning. BKM can help you create an efficient tax strategy, prepare and file your income taxes.
 

Tax Planning
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Investment Management

A lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. BKM can help.
 

Investment Management
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It Starts With a Plan

A well-constructed financial plan combined with a trusted advisor can empower you to fully enjoy your wealth and your time.
 

Financial Planning

Prepared to help at any stage of life

Please contact us to start your plan today.