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Welcome

At BCS Wealth Management, LLC our mission is to help our clients achieve their goals, dreams, and financial objectives. Here is how we help make that a reality…

  • Since 1998 our team of advisors has been working extremely hard and providing quality service coupled with competency, professionalism and knowledge.
  • We are confident in the fact that we have all the resources necessary to satisfy a client’s needs and/or to put a full financial plan into place for our clients.
  • We help our clients understand that a plan is more than just numbers.
  • BCS clients can be confident that we recommend and advise what is in their best interest.
  • Our clients come to appreciate that there is a relationship between making wise financial decisions and fulfilling their life dreams and values.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY
Purshe Kaplan Sterling Investments and BCS Wealth Management, LLC are not affiliated companies.
Check the background of this firm on FINRA's BrokerCheck.