Wealth Management Services
Personalized Wealth Management Services for Every Stage of Life
Whether you’re a successful professional, business owner, or nearing retirement with significant assets, working with a fiduciary financial advisor helps you make smarter decisions to grow, protect, and preserve your wealth.
At BCA Private Wealth, we provide personalized wealth management services in Greenville and Upstate South Carolina tailored to your life stage, goals, and risk tolerance. Our team works closely with you to understand your current financial picture and develop a strategy to help you build, protect, and enjoy your wealth with purpose.
From optimizing investments to reducing tax exposure, our independent financial advisors serve clients in Greenville, Clemson, and surrounding communities with a clear plan, not just a product.
We work best with individuals and families who have $500,000 or more in investable assets or are on track to reach that milestone. Every financial plan we create is actionable, intentional, and built around your definition of success.
Whether you need a review of your tax return, want to maximize your 401(k) or pension benefits, or need a second look at your insurance coverage, we’re here to help.
What We Help You With:
- Creating a customized financial plan with clear action steps
- Reviewing tax returns and collaborating with your CPA to help minimize taxes
- Optimizing your 401(k) or other employer-sponsored plans for your risk tolerance
- Pension analysis and maximization strategies, when applicable
- Reviewing insurance coverage for gaps and cost-efficiency
- Integrating investment management, tax planning, and risk management into one cohesive strategy
Let’s build a future you can follow—with a personalized wealth management plan that grows with your life.
Explore Our Core Services
Business Owner Planning
Business Services
Serving Clients Across Upstate South Carolina
We proudly offer fiduciary wealth management and retirement planning services in:
- Greenville, SC
- Clemson, SC
- Anderson, SC
- Simpsonville, SC
- Easley, SC
- Mauldin, SC
- Piedmont, SC
- Powdersville, SC
- Fountain Inn, SC
- Travelers Rest, SC
- …and surrounding communities
No matter where you are in life or in the Upstate region, BCA Private Wealth is here to help you build a future you can follow.
Downloadable Resources
Want to dig deeper? Download free white papers authored by our Certified Financial Planners™ on topics such as retirement income, tax efficiency, and estate planning.
Greenville Office
Open Mon – Fri: 8:30 – 5:00
15 Halton Green Way
Greenville, SC 29607
Clemson Office
Available by Appointment Only
133 Thomas Green Blvd., Suite 200
Clemson, SC 29631
