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 advises individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, charitable organizations, corporations and other business entities. The firm offers financial planning, wealth and investment management, retirement‑plan consulting, and related services that include tax‑related advice, litigation support and expert‑witness services. The firm’s investment philosophy is long‑term and rooted in Modern Portfolio Theory, emphasizing diversified, buy‑and‑hold allocations primarily to mutual funds and ETFs and, when appropriate, the use of third‑party managers for larger fixed‑income portfolios. Financial planning work incorporates Monte Carlo simulation and routine monitoring — accounts are reviewed at least quarterly and the firm completes rebalancing before the last week of the quarter to manage settlement timing. Distinctive aspects of the practice include its use of client testimonials in advertising, a relatively uncommon disclosure among similar team firms, and a team credential mix that includes CFPs, CPAs, a PFS and a college‑planning specialist (CCPS). The firm also discloses operational practices that may matter to clients — for example, aggregating family accounts to meet the firm’s portfolio minimum in some cases and donating gains from trade errors to charity.

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.