Team
At our firm, we have the client — and only the client — in mind.
No one strategy fits everyone, which is why every client gets our undivided attention: from planning to execution to follow-up.
01
Steve Boeckmann
CFP® TPCP® ChFC® CRPC®
Founding Partner · Wealth Advisor
- Direct
- 480-868-9102
- steve@bw-wealth.com
- Profile ↗
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, ChFC designation and CRPC designation 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 two decades of experience in the financial industry, Steve's main focus includes retirement planning, wealth management, financial planning, and estate planning. He 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.”
02
David Wyzgowski
Founding Partner · Wealth Advisor
- Direct
- 480-490-9293
- david@bw-wealth.com
- Profile ↗
David Wyzgowski is Founding Partner of BW Wealth Management. His financial planning experience spans almost two decades working closely with retirees and those nearing retirement. He specializes in helping clients prepare for and maintain their retirement goals with importance on wealth management and estate planning.
David graduated from the University of Michigan in 2004 where he also was a four year letterman for the University of Michigan Hockey Team. He has obtained his Series 7 and Series 66 licenses, held with LPL Financial, along with Life and Health licenses.
David is the proud parent of three children, Zoe, Duke, and Alana, and a devoted dog dad to Thunder and Skye. Outside of work, he enjoys traveling, staying active, and spending quality time with his family.
“Financial planning is not a one size fits all. Every client has a different objective or need, and it makes my work so rewarding coming up with a plan to pursue those goals.”
Stella Myrick serves as the Administrative Assistant at BW Wealth Management, where she is dedicated to providing exceptional client service and ensuring the office operates efficiently.
Before joining BW Wealth Management, Stella built her career in the property and casualty insurance industry, serving as both a Personal Lines Agent and Office Manager. Her strong organizational abilities, attention to detail, and passion for helping others make her an invaluable resource for both clients and the team.
A lifelong Arizona resident, Stella lives in Queen Creek with her husband, Michael, and their blended family of seven children. Outside the office, she enjoys quilting, baking, traveling with her family, and spending time at her cabin in Happy Jack.
Not registered with LPL Financial.
BW Wealth Management is located at 6909 E Greenway Parkway, Suite 295, Scottsdale, AZ 85254. Office 623-398-4408, Monday to Friday, 9am to 5pm.
Next step
Start with a conversation, not a pitch.
An initial conversation, at no cost and no obligation. We look at what you have and how it is currently taxed before anyone recommends moving anything.
Scottsdale and the greater Phoenix valley · Monday to Friday, 9am to 5pm