A complete list of active advisors currently associated with BCO Wealth Management, LLC

Warmer can help you find a great advisor at BCO Wealth Management, LLC or one who fits your needs even better.

BCO Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations with ongoing portfolio management, pension consulting, and financial planning services. The firm documents client goals and constraints in an Investment Policy Statement and manages both discretionary and non‑discretionary accounts, including allocations to non‑U.S. securities, reporting roughly $359.8 million in assets under management. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, and typically employs long‑term trading, direct indexing, and model allocations. BCO Wealth often implements strategies through third‑party advisers and SEI’s asset allocation and sub‑advised programs, generally seeking discretionary authority and using SEI Private Trust Company for custody and trade execution; third‑party managers may aggregate (block) trades for operational efficiency. BCO Wealth’s brochure discloses several atypical affiliations: principals provide accounting services outside the advisory firm and the owners also have an ownership interest in an insurance company, and some representatives are registered with a broker‑dealer—arrangements the firm notes as potential conflicts of interest and addresses in its disclosures. The combination of a notable non‑U.S. client presence and deep operational ties to the SEI platform distinguishes its service and custody model from many peers.

To learn more about the advisors currently working at BCO Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.