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.
Casey Berrall
CIMA®
Since 2003, Casey has enjoyed guiding his clients and their families towards achieving their long-term financial goals and helping them form new ones as their goals become a reality. As a Financial Advisor, Casey specializes in helping his clients implement comprehensive strategies in the areas of retirement and income planning, portfolio construction, investment selection, and wealth preservation. Casey also consults for corporate retirement plans helping business owners setup and maintain their company 401(k) plan. Casey is a graduate of the University of Minnesota - Twin Cities with degrees in both Economics and Spanish. After graduation, he began working for TCF Bank as Manager of Consumer Lending. In 2003, Casey returned home to the Milwaukee area, where he joined the family business as a Financial Advisor. Outside the office, you can often find Casey with his wife, at one of their three daughters' sporting events. He enjoys golfing, running, softball, and traveling with his family.
Matthew Kons
CFP®, CDFA®
Specializing in comprehensive financial/investment planning, goal setting, retirement planning, Matt has been helping clients realize their financial dreams and goals for over 25 years. Matt prides himself on his ability to assist clients with optimal goal setting for their unique financial circumstances while implementing wealth management strategies to help turn those goals into a reality.
Matt graduated from the University of Wisconsin-Whitewater with a degree in Business. Upon graduation, he began working for GE Healthcare in 1999. After a few years, he left GE Healthcare in 2001 to pursue a career in the financial services industry with Morgan Stanley and then Wells Fargo Advisors.
Outside the office, Matthew enjoys being active. He is routinely training for the Pewaukee Triathlon. Some of his favorite ways to stay active and train are cycling, weights, and hiking in Menomonee Park. Matthew also loves spending time with his wife and children. On weekends you can probably find him coaching his kids during their various sports and activities. Matthew is also a huge Green Bay Packers Fan.
Steven Manders
CFP®
Since 2012, Steven has specialized in the research of market trends and analytical aspects of investment planning. Steven has earned a reputation for his innate ability to breakdown complex investment decisions into simplified and understandable components to help his clients effectively weigh all the variables and offer clear guidance and rationale for financial decisions.
Steven has a diverse educational background contributing to his breadth of knowledge. He attended the University of Wisconsin-Madison, where he studied English and Physics. After graduation, Steven went on to study law at Marquette Law School, where he received his Juris Doctor degree. He then began working at Hartman Law Office as an Associate Attorney until 2012 when he joined Wells Fargo Advisors.
Outside the office, Steven enjoys spending time with his young family and their many pets. Some of his hobbies include playing guitar, reading, drawing, solving puzzles, learning new things, and trying new food.
Matthew Kabitzke
CPA
Matt Kabitzke is BKM Wealth Management's Director of Tax Planning. He provides BKM's clients with comprehensive tax planning including Medicare premium planning, Affordable Care Act subsidies, Social Security timing, realized/unrealized capital gains/losses, Roth conversions, income realization strategies and more. Additionally, clients may choose to have their income taxes prepared and filed by Matt.
Matt received his masters in accounting from UW-Whitewater, and is a Certified Public Accountant (CPA) with over 20 years of experience in personal income tax planning. When Matt isn't helping clients make tax-smart choices, he enjoys spending time with his wife and eight children.
General Information |
| Firm Start Year: | 2000 | |
| No. of Employees: | 5-9 | |
| States Licensed in: | AZ,CA,FL,IL,MN,TX,WA,WI |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Video Conference, Our Office, Phone |
Firm Information |
| Firm's Number of Clients: | 560 |
| Firm's Number of Planning Clients: | 560 |
| Firm's Number of Managed Clients: | 560 |
| Assets Managed by Firm: | $600,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | ~1.00% |
| Hourly Rate: | $350 |
| Additional Details on Charges: | Our advice and service is our only offering and we charge a straight forward, transparent fee. We receive no commissions and have no products to sell. |
| Minimum Fee Charged for Managed Accounts: | $2,500 |
| Minimum Fee Charged for Hourly Planning Accounts: | $3,500 |
Financial Services |
| Financial Planning for Individuals
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. Our financial planning process is the foundation we use to make choices and tackle the following questions: When and how can you retire with confidence? How can you make your money last? How should you invest your money? Where will your income come from? When should you take Social Security or start your pension? How do you prepare for and respond to events throughout retirement? When and how should you address your legacy goals? We can assist you in developing and sustaining a comprehensive financial plan that answers the questions above by considering longevity, tax efficiency, estate and legacy concerns, charitable giving, liabilities, distribution and income strategies, insurance, asset allocation and risk management, and other factors. We can then help you execute the plan by offering consistent, disciplined investment management, tax planning, and attentive local account servicing. |
| Financial Advice & Consulting
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. Our financial planning process is the foundation we use to make choices and tackle the following questions: When and how can you retire with confidence? How can you make your money last? How should you invest your money? Where will your income come from? When should you take Social Security or start your pension? How do you prepare for and respond to events throughout retirement? When and how should you address your legacy goals? We can assist you in developing and sustaining a comprehensive financial plan that answers the questions above by considering longevity, tax efficiency, estate and legacy concerns, charitable giving, liabilities, distribution and income strategies, insurance, asset allocation and risk management, and other factors. We can then help you execute the plan by offering consistent, disciplined investment management, tax planning, and attentive local account servicing. |
| Portfolio Management
A lot is riding on your investments: retirement, children's or grandchildren's education, and your financial legacy. Your portfolio and financial plan should get the attention they deserve. You can save time and have the comfort of knowing that our team of experienced professionals is acting as your fiduciary, managing your portfolio tax efficiently in coordination with your long-term financial plan. Our advisory services allow transparency, and flexibility to help you pursue your goals. Our interests are aligned with yours, and our team will make initial and ongoing investment decisions based on a variety of factors such as: your long-term objectives and financial plan, the time you have to reach your objectives, your risk tolerance, market conditions and research. |
| Retirement Planning
Retiring early and confidently is a common goal for our clients. 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. Our financial planning process is the foundation we use to make choices and tackle the following questions: When and how can you retire with confidence? How can you make your money last? How should you invest your money? Where will your income come from? When should you take Social Security or start your pension? How do you prepare for and respond to events throughout retirement,? When and how should you address your legacy goals? We can assist you in developing and sustaining a comprehensive financial plan that answers the questions above by considering longevity, tax efficiency, estate and legacy concerns, charitable giving, liabilities, distribution and income strategies, insurance, asset allocation and risk management, and other factors. We can then help you execute the plan by offering consistent, disciplined investment management, tax planning, and attentive local account servicing. |
| Insurance Planning
One of the primary challenges for young families and business owners in achieving a successful financial plan is the potential impact of the premature death or incapacitation of an owner or income earner. Likewise, for retired couples, the rising costs of long-term care present a significant risk. Our role is to assist you in recognizing these risks and educate you on mitigation strategies. These discussions commonly involve exploring options such as life, health, disability, and long-term care insurance. It is important to note that while we maintain our insurance licenses, we do not sell insurance. Our advice is free from any commission-generating motives. |
| Annuities
When appropriate, annuities can play an important role in providing consistent retirement income. BKM's advisors and consultants can evaluate existing annuities or recommend the appropriate use of annuities. It is important to note that we do not sell insurance. Our advice is free from any commission-generating motives. |
| Education Funding and Planning
As a parent or grandparent, you are probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available). Saving for your child's or grandchild's education does not have to derail your retirement savings plan. 529 plans and trust funds are designed to help save for a child's education. Financial aid may be another option. We will help you create a funding plan that balances your potentially competing objectives. |
| Wealth Management
Wealth management involves the coordination of financial/tax planning, investment management, estate planning, and asset protection. Our wealth management services allow clients to spend their time and energy on what's important to them while relying on BKM to keep their finances on track. |
| Risk Management
Preserving your financial security is paramount. BKM's financial advisors can help you evaluate your risks and create strategies to mitigate them as efficiently and cost effectively as possible. Most often, this involves estate and trust planning, asset titling, gifting, and wealth transfer planning. For some, it can also involve insurance strategies. It is important to note that while we maintain our insurance licenses, we do not sell insurance. Our advice is free from any commission-generating motives. |
| Money Management
There is a lot riding on your investments: retirement, children's or grandchildren's education, and your financial legacy. Your portfolio and financial plan should get the attention they deserve. You can save time and have the comfort of knowing that our team of professionals is managing your investments when you employ our advisory services. With BKM Wealth Management acting as your fiduciary your portfolio will be professionally managed by our team of experienced investment professionals. Portfolio allocations are coordinated with your long-term financial plan and set up for tax efficiency. Our advisory services allow transparency, and flexibility to help you pursue your goals. Our interests are aligned with yours, and our team will make initial and ongoing investment decisions based on a variety of factors such as: your long-term objectives and financial plan, the time you have to reach your objectives, your risk tolerance, and market conditions and research. |
| Financial Planning for Businesses
With more than 30 variations of qualified retirement plans available to businesses, finding the right plan to meet your company's needs can be a daunting task. This is where BKM Wealth Management can help. We have a fact-finding and goal-setting process that helps business owners and management teams articulate the appropriate goals and needs of their retirement plan. From there we can provide companies with: Retirement Plan Design Services, Platform Search and Selection, Recommendation & Monitoring [acting as a section 3(21) fiduciary as defined by the Employee Retirement Income Security Act], Performance Reporting, Retirement Plan Fiduciary Meeting Support, Benchmarking, Retirement Plan Participant Education, Retirement Plan Reviews. We are independent and work with nearly every major retirement plan provider. If your company already has a retirement plan in place in most cases you can sign a form or two, and we take over as the Advisor on the plan. |
| Estate Planning & Trusts
Estate planning is important for just about everyone. Remember, none of us gets out of here alive. Consider your assets: bank accounts, investment accounts, 401(k) or 403(b) plan accounts, house, cars, jewelry, and heirlooms. This is your estate and your estate plan can define what you would like to happen to these assets when you die. An estate plan can also take care of you as you get older or if you become ill or incapacitated. Being wealthy has little to do with it. If you don't make your own plan, your family may be left scrambling at an already difficult time. Bottom line: If you don't decide, someone will decide for you. |
| Tax Advice and Services
At BKM Wealth Management we understand that holistic financial planning must include advanced tax planning. While we are more than happy to work with your trusted tax professional, we are also proud to offer the expertise of our in-house Certified Public Accountant (CPA), to help plan, prepare and file clients' income taxes. Integrating your financial plan with the following strategies may significantly reduce your tax burden and/or your Medicare/ACA premiums. Income Shifting & Tax Bracket Management, Tax Loss Harvesting, Asset Location, Charitable Giving, Estate & Gift Planning, Roth IRA Conversions, Education Funding. |
| Investment Advice & Management
A lot is riding on your investments: retirement, children's or grandchildren's education, and your financial legacy. Your portfolio and financial plan should get the attention they deserve. You can save time and have the comfort of knowing that our team of experienced professionals is acting as your fiduciary, managing your portfolio tax efficiently in coordination with your long-term financial plan. Our advisory services allow transparency, and flexibility to help you pursue your goals. Our interests are aligned with yours, and our team will make initial and ongoing investment decisions based on a variety of factors such as: your long-term objectives and financial plan, the time you have to reach your objectives, your risk tolerance, market conditions and research. |
| 401K Rollovers
The decision to leave your former employer's plan where it is, roll it over to an IRA, or roll it to your new employer's plan is an important one. Since BKM can manage your investments whether they remain in your employer's plan, or are rolled into an IRA at the financial services firm of your choosing, our conflicts of interest are reduced. We simply want to help you make the best decision for your situation. |
FAQs |
Why should I choose you as my financial advisor?BKM Wealth Management has the experience and the resources of the large firms, but we offer the personal attention you deserve. We work in a fiduciary capacity, putting your interests ahead of our own, all of the time. This makes us different from the large financial firms (broker/dealers) who may act as your fiduciary some of the time, or on some of your accounts, but also have financial incentives to use one solution or product over another. At BKM, our only form of compensation is the transparent fee that you agree to pay. If at some point, you no longer find our services of value, you can inform us, and our compensation stops. As a value-added service, we can also prepare and file your taxes for you. |
What are your qualifications? What is your education background?Among our team we have degrees in economics, business, physics, law and accounting. BKM team members have further professional designations such as CERTIFIED FINANCIAL PLANNER practitioner, Certified Investment Management Analyst (CIMA), Certified Public Accountant (CPA), and Certified Divorce Financial Analyst (CDFA). |
How do you charge for your services?We are not a broker/dealer, nor are we affiliated with a broker/dealer. Our only form of compensation is the clear, transparent fee that clients pay for our advice. We typically work for clients on a fee-based model (a percentage of the assets we manage), but we can also charge a flat project/planning fee, or flat quarterly planning/monitoring fee. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No. Most clients come to trust us to do what is in their best interest and provide us with discretion to buy/sell in their accounts in accordance with their financial plan and target portfolio allocation. When this is the case, we do not obtain separate permissions every time we buy or sell something. This allows us to quickly take advantage of market opportunities, and frees up more of your time to do the things you enjoy. |
What financial institution(s) do you represent?We are independent advisors. You can continue to hold your assets at your current financial institution (broker/dealer and custodian), or we can help you select one. |
Disclosures |
| https://reports.adviserinfo.sec.gov/crs/crs_323928.pdf |
|
Additional Detailed Disclosures |
Disclaimer |
| BKM Wealth Management, LLC ("BKM") is a Registered Investment Adviser. BKM provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. BKM does not provide legal advice. NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this website constitutes an offer by BKM to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this website may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this website can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value, price or income of such securities and financial instruments. Clients should consult their adviser with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases. If you have questions about these terms of use, the content of this website, or to obtain a copy of our Privacy Policy, please contact: BKM Wealth Management Attention: Chief Compliance Officer 20300 Water Tower Blvd #250, Brookfield, WI 53045 (262) 955-7150 |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
| Southeastern Wisconsin in-person. Nationwide virtually. |
Data provided by SHOOK Research, LLC. Data as of 3/31/22 Source: Forbes.com (January, 2023). Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
BKM Wealth Management Adds Tax Services
When: 01/10/2025
Details:BKM Wealth Management is pleased to announce the addition of Matthew Kabitzke, CPA, to its team as the new Director of Tax Planning.
With over two decades of experience, Kabitzke will lead the firm's tax planning initiatives, focusing on client tax strategies, income tax preparation, and filing. This strategic hire aligns with BKM Wealth Management's mission to positively impact their clients' lives by providing comprehensive financial advice and simplifying the tax process. ...more
 |
 |
 |
 |