A complete list of active advisors currently associated with BCR Wealth Strategies

Warmer can help you find a great advisor at BCR Wealth Strategies or one who fits your needs even better.

BCR Wealth Strategies serves individual clients (including high-net-worth households) and a range of institutional clients such as pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm offers comprehensive financial planning and consulting (which may include tax-related services, litigation support and expert witness work), as well as discretionary and non-discretionary investment management and retirement plan consulting. The firm’s investment approach emphasizes long-term, buy-and-hold portfolios built on Modern Portfolio Theory and diversified asset allocation, with primary implementation through mutual funds and ETFs and occasional use of third‑party managers for large fixed‑income mandates. Planning analyses may employ Monte Carlo simulation, clients’ accounts are reviewed at least quarterly, and routine rebalancing is completed before the last week of each quarter; the firm also acts as a fiduciary for retirement‑account advice where applicable. Compared with many peers, BCR combines a mid‑sized advisory team (eight professionals) managing roughly $528 million with some uncommon practice elements: its brochure notes use of client testimonials in advertising and the firm offers services such as litigation support and expert witness engagements. Operationally it generally custodians client assets through Pershing and discloses that it may be deemed to have custody when it holds client login information, triggering annual surprise audits.

To learn more about the advisors currently working at BCR Wealth Strategies, 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.

You can also browse BCR Wealth Strategies's office locations.