We at BCS Wealth Management appreciate the relationship between making wise financial decisions and fulfilling dreams. To that end, we provide comprehensive financial planning, investment management, group benefits, and risk management. Our strategic partnerships with Blackburn, Childers & Steagall, CPAs and First Covenant Trust & Advisors allow our holistic approach to include tax planning and estate planning at a very high level. On the investing front, our five financial advisors take a long-term approach in managing asset allocation and having prudent diversification.

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Our Services

Investments

You appreciate the relationship between making wise financial decisions and fulfilling your dreams. We help you accomplish these things by building a relationship with you and getting to know your financial goals. Our philosophy is to advise what is in your best interest. We provide a variety of investment options to build a personalized portfolio, and we offer portfolio management with a long-term perspective.

Insurance

It is wise to be prepared for the unknown. Since insurance is an important aspect to a well-rounded financial plan, our services include providing life insurance, long-term care insurance and disability insurance.

Business

A solid foundation of benefits helps attract and retain quality employees. We help businesses and non-profit organizations offer top quality benefits to their employees and ensure they receive the best possible rate and plan. We offer consultation, design, communication and management for retirement plans, corporate 529 plans, health insurance and short-term and long-term disability insurance.

Family Office

Our team at Still Waters provides your family with investment management, trust and estate administration, tax and accounting services, and more depending on your situation and goals.
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Our Resources

Our resources allow us to approach your situation holistically to meet your needs, whether it be a personal financial plan with implementation, retirement planning assistance, an annual checkup, an insurance review or other objective. We have the capacity to offer fee-based, transactional and hourly management services.

We are confident that we have all the resources necessary to achieve your objective and/or to put a financial plan into place. Combine with out strategic partnership with Blackburn, Childers & Steagall, CPAs; Charles Schwab; and Purshe Kaplan Sterling Investments, BCS Wealth Management has the access, tools and professional oversight to help clients through all walks of life. 

Meet the Team

Nick Clay
Nathan Goodwin
Myra O'Dell
Philip Bachman
John Brandon
Scott Hoilman
Lauren Olander
Carolyn Kerr
Kim Blankenstein
Form ADV Part 2A
Form CRS