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Wealth Advisors

WEALTH STRATEGY SERVICE

Generating and making the most of the opportunities that wealth can bring to your life takes strategy — the ability to oversee all the moving parts as well as their common goal. But it can’t be just any strategy. It’s got to be your strategy. The one that is attuned to your personality, addresses your most challenging obstacles and helps you pursue your most desired goals.

That’s why we have adopted a process that allows us to truly understand who you are. As your trusted advisor, BCG Wealth Advisors delivers a wealth strategy service to manage the financial complexities in your life. We provide a coordinated plan, so that you are free to focus on the pursuits that are important to you. It begins as we develop a deep understanding of everything that pertains to your financial goals.

A FOCUSED STRATEGY

The BCG Wealth Advisors strategy involves these four steps:

Discovery
Planning
Mutual commitment
Regular progress meetings

The first two steps — discovery and planning — take place as separate meetings before either of us commit to a long-term relationship. You need to determine whether our services make sense for you. We need to determine whether we can add value to your life. Investing time up front to get to know each other is time well spent.

AN IN-DEPTH DISCOVERY

An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you as your wealth strategist.

We explore your values and goals. We want to learn about your significant personal, professional and institutional relationships. We need to understand your assets and explore your interests. What does financial success look like to you? What resources do you have? What challenges do you face?

Before any planning takes place, we discover who you are and what obstacles you face.

A ROBUST PLAN

In our next Investment Plan Meeting, before any commitment is made or fees are assessed, we present you with a Discovery Profile that reflects our understanding of what you’ve shared with us. We discuss your profile with you, and we refine anything that needs to be revisited.

In the same meeting, we present you with your strategy document. It includes our proposed Investment Plan and Investment Policy Statement. It may also include initial portfolio analysis reports, an overview of how we would simplify your portfolio, and a summary of estimated transitional costs and considerations.

In all that we do, we seek maximum transparency on costs and expectations, so you can make informed decisions every step of the way. The strategy document we present is detailed and customized to your specifications. It serves as a valuable take-home resource.

Before any commitment is made, we present a detailed, written plan, including the estimated costs of any recommended transitions.

A MUTUAL COMMITMENT

When we present you with your Wealth Strategy document, we stamp “DRAFT” on it. This indicates these are our initial recommendations, based on our preliminary meetings. At our third meeting, we decide together whether our services can add significant value. If they can, we proceed with mutual commitment. We both sign an Investment Advisor Agreement and we finalize your strategy document to serve as a blueprint for our coordinated action.

Before we become your wealth strategist, we mutually commit to your overall plan for success.

A COORDINATED PROCESS

BCG Wealth Advisors will work with your existing experts — or upon request we can recommend alliances we have developed — to ensure that each component within your plan is carefully selected and seamlessly integrated to serve your purposes within these four life planning components: enhancing wealth, protecting wealth, transferring wealth and donating wealth.

We manage your financial portfolio using a robust and prudent investment strategy, tailored to your personal preferences, goals and circumstances. Our investment strategy, like every service we provide you, is based on our fiduciary commitment to always act in your best interest. We offer a passive investment strategy because we believe it is the best long-term approach to achieving and/or preserving wealth.

Our entire team will work together on your behalf to attain the results you desire. We will meet with you as needed to ensure that your objectives remain clearly defined and that your plans are on target. BCG Wealth Advisors has become your wealth strategist, and you can get on with your life.

Through targeted oversight, we simplify the management of your wealth and your life.