BCS Wealth Management gained mention in a Citywire RIA magazine article published on June 22. CityWire RIA delivers analysis and resources for Registered Investment Adviser (RIA) firms. The article introduced three independent financial planning practices from across the country, among which BCS Wealth Management was one.
The article highlighted the ways these firms help small businesses manage their employee benefit offerings. The magazine interviewed Nick Clay, Managing Partner, about BCS Wealth Management’s business services. Nick explains, “Our business services division works with owners to design, implement, and manage benefits. We form retirement plans, group health plans, group disability, group life insurance, and group 529 plans.”
Isaiah Green of Citywire RIA writes, “From assisting in the development and implementation of group benefit plans to providing tax guidance to owners facing major liquidity events, these RIAs have carved out a niche with clients who require a unique wealth management experience.”
