Who Are We?
BCT Wealth Advisors is a strategic wealth management team dedicated to providing BCT clients a full range of services and financial planning tools. We have been serving clients for over 70 years with financial planning services, trust and estate services, and investment management. BCT Wealth Advisors has the expertise and resources to meet the financial management needs of individuals, families, businesses, and estates.
(Click on Flyer above to view/download: Helping You Find Peace of Mind)
Trustworthy advice is a cornerstone to our financial management culture. As a local company with over 70 years of experience, we provide independent research, expert analysis using an open research architecture, along with internal and external expertise for portfolio management. BCT Wealth Advisors will meet with you to personally develop a financial plan suitable for your needs.
- Work personally with clients to establish objectives, preferences, and values
- Complete a financial inventory, assessing assets and liabilities, insurance, and estate plan
- Create a wealth plan consistent with the identified values, objectives, and preferences
- Build a support team for client and create an accountability plan
Strategic Wealth Management
- Financial planning
- Generational planning
- Portfolio management
Trust and Estate Services
Our trust services has a long history of helping families and businesses manage estates, wills, and custody of important documents. We are experts in trust management with dedicated professionals to personally meet with you through the trust and/or estate process.
- Trustee for Living Trusts, Trusts Under Will, and Charitable Trusts: Administration and portfolio management in accordance with the terms of the legal document.
- Estate Settlement: Administration of the estate to ensure all applicable taxes and regulatory requirements are met prior to distribution to your beneficiaries.
Key Financial Documents for Life
We offer many alternatives for your investment needs. Our professional staff will work personally with you to identify the best strategy and placement options for your investments.