Financial Planning and Investment Management
We appreciate the relationship between making wise financial decisions and fulfilling dreams. We partner with you to take the questions and confusion out of the wealth management process so that you can focus on things that are more important to you and your family.
As fiduciaries, our philosophy is to advise what is in your best interest. We get to know your needs, aspirations, and viewpoints. We build a plan accordingly. We provide a variety of investment options, and we offer portfolio management with a long-term perspective.
Business Retirement Plans
We recognize that a large part of a business’ success is the caliber of its employees. A solid foundation of benefits helps attract and retain quality employees. We help businesses and non-profit organizations offer group benefits to their employees and ensure they receive the best rate, plan, and service. We offer consultation, design, communication, and management for retirement plans, corporate 529 plans, health insurance, and short-term and long-term disability insurance.
Risk Management and Insurance Planning
Uncertainty is one thing in life we are certain about. It is wise to be prepared for the unknown. Our services include solutions to enhance and protect your financial plan. We do this by providing life insurance, long-term care insurance, and disability (income protection) insurance.
Family Office
Our team of experts provides families with investment management, estate planning, trust and estate administration, tax planning, accounting services, and more depending on your situation and goals.
Endowments and Non-profits
We understand the importance of sound financial stewardship in helping non-profit organizations and endowment funds achieve their mission. Our investment committee conducts monthly meetings and quarterly investment account reviews to keep portfolios aligned with organizational needs, market conditions, and adherence to the Investment Policy Statement. As fiduciaries, we uphold the highest standards of integrity and transparency, offering expertise backed by industry certifications. Partnering with BCS Wealth Management will add value to your board and stakeholders through clear communication, actionable insights, and trusted guidance.