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BCR Wealth Strategies

Headquartered in VESTAVIA, AL

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Firm Information

BCR Wealth Strategies is an investment advisor registered with the SEC and located in VESTAVIA, AL. They manage over $404 million in assets for a diverse range of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. BCR Wealth Strategies offers financial planning, pension consulting, and selection of other advisers. They are dedicated to providing personalized wealth management strategies to meet the unique needs of their clients.

BCR Wealth Strategies

1952 URBAN CENTER PARKWAY

VESTAVIA, AL 35242-2594

$404.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

BCR WEALTH STRATEGIES has a total of 3 branch locations across the country.
location

Vestavia, AL

location

VESTAVIA, AL

location

Clifton, NJ

Advisors at BCR Wealth Strategies

View All 10 Advisors
Unclaimed
Spencer Earl Lawson

CFP®, RA

VESTAVIA, AL

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Sandra Mitchell Cleveland

CFP®, RA

VESTAVIA, AL

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Unclaimed
Lindsay Walker Birchfield

RA

VESTAVIA, AL

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Unclaimed
James H McCown

RA

VESTAVIA, AL

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Unclaimed
Marshall Peter Rathmell

CFP®, PFS®, RA

VESTAVIA, AL

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Unclaimed
Harold Sasnowitz

CFP®, RA

Clifton, NJ

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Unclaimed
Jadie Thomas Burney iii

RA

VESTAVIA, AL

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Unclaimed
Timothy Robert Jones

RA

Vestavia, AL

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Disclosures

There are no public disclosures for BCR Wealth Strategies.

Frequently Asked Questions (6)

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