BKM Wealth Management

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BKM Wealth Management

BKM Wealth Management is a locally owned, independent financial advisory practice in Brookfield. We would be honored to be a resource for you.

BKM is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We provide our unbiased advice and consultation without commissions or products to sell. We serve a select group of individuals, families and business owners by serving as their fiduciary and helping them build, manage, protect, and transition their wealth.

05/27/2026

For young savers, setting a priority order for your savings can be important. Before focusing heavily on investing or advanced strategies, it often comes down to a simple foundation: create liquidity for emergencies, take advantage of employer benefits, and address high-interest debt.

There’s no one-size-fits-all approach to personal finance. The right priorities depend on your income, goals, and the stage of life you’re in. At BKM Wealth Management, we focus on helping clients build a plan that fits their situation.

If you’d like to talk through your financial priorities, contact us:
(262) 955-7150 or [email protected]

05/21/2026

This month, we’re celebrating six years of BKM Wealth Management!

Since opening our doors in May, 2020, our mission has remained the same: to positively impact the lives of our clients.

Over the past six years, we’ve expanded into tax planning, transitioned to a fiduciary-only model, and continued to grow the families, individuals, and businesses we serve.

We’re incredibly grateful for the trust you - our clients - have placed in us. It is a privilege to serve you, and we look forward to continuing to grow alongside you.

05/05/2026

What happens when you die, markets, financial planning tools, and scams are discussed in our May newsletter.https://www.bkmwm.com/mediahandler/media/802915/2026-05%20Newsletter.pdf

03/03/2026

We know that guy on the right! It's BKM Wealth Management's Casey Berrall.

02/26/2026

Retirement Regrets, Tax Highlights, International Stocks, and a Wisconsin Retirement Income Subtraction are discussed in our March/April Newsletter.https://www.bkmwm.com/mediahandler/media/784567/2026-03%20BKM%20Newsletter.pdf

01/16/2026

Friendly reminder: For younger investors, time is your greatest asset. The difference between starting to save at age 25 versus waiting until 35 is huge! In our simple illustration, it could amount to $1.6 million +!

09/23/2025

Markets, cash, 529 plan changes, and new tax laws are discussed in our September newsletter. https://www.bkmwm.com/bkm-newsletters.htm

09/03/2025

Most people understand the risk of putting all their eggs in one basket—like investing everything in a single stock. But if we believe that stocks generally outperform other assets over the long run, it might seem less obvious why we’d invest in anything else. To explore this idea, we’ve created a simplified example comparing two hypothetical retirees. https://www.bkmwm.com/bkm-newsletters.htm

Contact BKM Wealth Management to discuss and/or create your financial plan.

06/25/2025

Market declines, gold, and memory dividends are discussed in BKM Wealth Management's July newsletter.
https://www.bkmwm.com/mediahandler/media/715889/2025-07%20Newsletter.pdf

04/30/2025

BKM's May Newsletter discusses the stock and bond markets, considerations during divorce, and 2025 savings limits.

https://www.bkmwm.com/mediahandler/media/703807/2025-05%20Newsletter.pdf

Address

20300 Water Tower Boulevard, Suite 250
Brookfield, WI
53045

Telephone

+12629557150

Website

https://www.bkmwm.com/

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