BCS PRIVATE WEALTH MANAGEMENT

Overview

BCS Private Wealth Management is an independent RIA that combines advisory work with insurance brokerage. The firm focuses on financial planning and portfolio management for individuals, families and smaller institutions, operating primarily on a fee model that mixes a percentage of assets under management and hourly charges. Investment activity is centered on discretionary management — the firm reports that all of its reported assets are managed on a discretionary basis — and it favors liquid, exchange-traded instruments as the backbone of client portfolios while also incorporating insurance and private-vehicle solutions where appropriate. Portfolio construction appears driven by separately managed accounts and exchange-traded equity exposure, with an insurance overlay that includes annuity usage consistent with its broker role. BCS does not position itself as an active ESG investor and is not registered as a multistate adviser, suggesting a concentrated regional footprint and a traditional growth-and-income orientation rather than specialized impact mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices