Steve Boeckmann CFP® TPCP® ChFC® CRPC® Founding Partner 

Steve Boeckmann is Founding Partner of BW Wealth Management. He started his career in finance working for investment banking firms as a market maker. He spent 18 years trading NASDAQ stocks and later NYSE stocks. In 2013, he moved to Scottsdale AZ and applied his substantial investment banking and institutional trading experience to the retail market, when he decided to move into financial planning. Since then, Steve has earned his CFP designation(Certified Financial Planner), ChFC designation(Chartered Financial Consultant) and CRPC designation(Chartered Retirement Planning Counselor) to expand his expertise in financial planning. In addition, he has attained the FINRA series 7 and Series 66 licenses, held with LPL Financial, along with Life and Health Licenses. He credits his tireless work ethic, instilled in him through his Midwest upbringing, for much of his success.

With more than 2 decades of experience in the financial industry Steve's main focus includes: Retirement Planning, Wealth Management, Financial Planning, and Estate Planning.

Steve graduated from the University of Cincinnati with a BA in Finance and Real Estate.

When not working, he enjoys spending time with his wife, Shannon and 11 year old son, Jake. Shannon is an excellent chef which makes them each somewhat of a foodie. They are very involved in animal rescue and have fostered a total of 72 dogs and counting.

"I truly enjoy getting to know each of my clients and helping them pursue their own unique goals. It gives me a great sense of accomplishment when we can deliver a plan that will work toward something that is priceless; financial confidence."