Frequently Asked Questions

At BCA Private Wealth, we offer more than investment advice — we build relationships. When clients step into our offices near you in Greenville or Clemson, South Carolina, they are welcomed by a team of experienced professionals who care deeply about their goals, their life story, and their financial peace of mind.

We provide:

• Fiduciary advice grounded in your best interest
• Personalized financial plans built around your goals
• Ongoing guidance through every life stage — from building wealth to planning retirement and leaving a legacy

We offer a full range of wealth management and financial planning services, including:

• Retirement planning
• Investment management
• Tax-efficient strategies
• Estate and legacy planning
• Small business financial planning
• Risk management and insurance reviews

Whether you’re preparing for retirement, managing significant assets, or navigating complex financial decisions, we work with you to design and implement a lifelong financial plan.

Learn more on our services page.

We work best with individuals, families, and business owners who are serious about growing their wealth — typically those with $500,000 or more in investable assets, or who are on track to reach that milestone.

Our clients often:

• Have $500,000+ in investable assets
• Value personalized advice and ongoing coaching
• Include retirees, professionals, business owners, and multigenerational families

Our mission is to help our clients live a financially fulfilled life, guided by clear planning, education, and trusted advice.

We believe financial success is not just about market returns — it’s about:

• Avoiding costly behavioral mistakes
• Creating a personalized plan that adjusts with life
• Having a knowledgeable team to walk with you every step of the way

We follow a structured five-phase financial planning process:

1. Assess – Understand your full financial picture and goals
2. Plan – Create a customized strategy
3. Implement – Put the plan into motion
4. Monitor – Track progress and make adjustments
5. Review – Meet regularly to ensure your strategy evolves with you

Learn more about our process.

Yes. As fiduciaries, we are legally and ethically required to act in your best interest at all times.

That means:

• No sales pressure
• No product quotas
• Transparent, objective advice built around your goals

We serve clients from offices conveniently located near you in:

• Greenville, SC
• Clemson, SC

We also offer virtual planning for clients who prefer online meetings or live outside our immediate area.

It’s simple. Just schedule a complimentary consultation with one of our advisors. We’ll get to know you, discuss your goals, and explore how we can help you build a future you can follow.

If you’re looking for a fiduciary financial advisor near you in Greenville, Clemson, or nearby communities, we’re ready to help.

• Greenville, SC
• Clemson, SC

We also offer virtual planning for clients who prefer online meetings or live outside our immediate area.

Schedule a Consultation