Wealth Management
At BCA Private Wealth, we offer a full range of integrated financial planning services designed to support your goals at every stage of life. Whether you’re focused on retirement planning, growing your investments, minimizing taxes, or preparing for major life milestones, our fiduciary advisors are here to help. From Social Security optimization and IRA strategies to portfolio construction, estate planning coordination, and college savings, we work with clients across Greenville, Clemson, and Upstate South Carolina to build personalized plans that lead to lasting financial confidence.
Our Wealth Management Services Include:
Retirement Planning
- Income distribution strategies
- Social Security optimization
- IRAs, 401(k)s, and pension planning
- Longevity and inflation protection
Investment Managment
- Portfolio construction and risk analysis
- Evidence-based investment strategies
- Ongoing monitoring and rebalancing
Estate Planning Coordination
- Legacy transfer strategies
- Charitable giving and DAF planning
- Collaboration with estate attorneys and CPAs
Tax Strategies
- Minimizing income and capital gains taxes
- Strategic Roth conversions
- Tax-efficient withdrawals in retirement
Planning for Life's Milestones
- Education savings and college planning
- Business succession and exit planning
- Insurance reviews and large purchase preparation
We proudly serve individuals, families, and business owners across Greenville, Clemson, Anderson, Simpsonville, Easley, and surrounding Upstate South Carolina communities. Our fiduciary financial planning services are available both in-person and virtually, making it easy to work with us—wherever you are.
We are the Wealth Management Experts
Complete the form below to have one of our Experienced Wealth Advisors make an introduction.
Explore Related Services
Business Owner Planning
Business Services
Whether you sponsor a 401(k) plan or are preparing for succession, we help business owners protect their enterprise and align it with their personal financial plan—with full fiduciary support.
Learn More
