The BXM Wealth Story
Wealth Management should be a personal, hands on experience, where the clients have more than one advisor that knows them, their family, their goals, their wants, and how they like their interactions to occur. It should be a team-based environment where clients can choose how in-depth or high-level their conversations are with their advisors. It should be a relationship founded on knowledge and expertise but builds on trust, transparency and personalization.
Today's 'Modern' wealth management is built around scaling. Scaling creates friction with high client-advisor ratios, service teams who do not know you, lack of ease of business and low level proactive client engagements.
After more than two decades of combined industry experience managing a combined total of $1.14 Billion for 340 households between Adam and Camaron, we decided to create the experience we know clients deserve and started BXM Wealth LLC.
BXM Wealth LLC was founded around one goal: create a wealth management experience that can not be scaled…
Meet the Team
Having a strong team is crucial to a successful wealth management experience. Meet Camaron, Brian and Adam, who work with each household personally to ensure their financial goals are met. With expertise and dedication, you can trust that your wealth is in good hands.
