Nick Clay

June 1, 2017

Myra O’Dell Named Partner at BCS Wealth Management

Congratulations to Myra O’Dell, our newest partner at BCS Wealth Management!  Myra has been with our firm nearly 13 years and we look forward to many […]
May 22, 2017


Mark your calendar for JUNE 22.  We will travel to Julian Price Memorial Park which is on the Blue Ridge Parkway (mile post 295) for our […]
May 2, 2017

Tupelo Honey Event Rescheduled to June 8th

Our Tupelo Honey event has been rescheduled from this Thursday, May 4 to Thursday, June 8. Although we thought May would provide picture-perfect weather for our […]
April 14, 2017

You’re Invited: Tupelo Honey Event on May 4th

It’s springtime, and what better way to enjoy the season than relaxing on a nice Southern patio? BCS Wealth Management invites you and your guest to […]
April 7, 2017

BCS Wealth Management Ranked in Accounting Today Magazine

Each year, Accounting Today magazine publishes their “Wealth Magnets” article to rank the top 150 wealth management firms which are affiliated with CPA firms by assets […]
March 7, 2017

Intra-Year Declines Revisited

We previously looked at this chart in the fall of 2015 when the stock markets were down a few percent for the year. Our message back […]
February 10, 2017

Movie Event on March 9

BCS Wealth Management invites you to a private movie event on Thursday, March 9! We have reserved an auditorium at Real to Reel in Johnson City. […]
January 6, 2017

Nathan Goodwin Named Partner at BCS Wealth

By Nick Clay Congratulations to Nathan, our newest partner at BCS Wealth Management. Nathan is an attorney and Financial Advisor, and when he joined the firm […]
November 28, 2016

Small, Practical Money Saving Tips

By Nick Clay Sometimes it’s good to get back to the basics. If there were a Managing Finances 101, lesson number one would probably promote frugality. […]
September 7, 2016

IRS Gets Flexible on IRA Rollover Rules

By Nick Clay IRS? Flexible? Yes you read that correctly. If you’ve left a job that provided an employee sponsored retirement plan you may or may […]

Form ADV Part 2A

Form CRS