Comprehensive planning for each generation

BCS Wealth Partners

At BCS Wealth Partners, our mission is straightforward: to provide you with meaningful advice that helps enhance the quality of your life. Whether you’re building wealth for the future, navigating a major liquidity event or planning for the people and causes you care about, we’re here to guide you through the complexities—and help simplify your financial life.

As a multigenerational advisory team, generations of clients benefit from our insights and guidance—and our keen understanding for how priorities shift with time and age. With a rigorous and disciplined process that examines every aspect of your financial life, we develop a comprehensive plan and deliver a truly personalized approach to wealth management.

While we’re an Ohio-based team, we’ve been serving the needs of families and successful business owners across the country for more than 25 years. Beyond our team’s rich experience, we also deliver the intellectual capital and global resources of UBS, one of the world’s largest wealth managers.

 

In today’s ever-changing world, we understand how all the pieces of your complex life need to come together in pursuit of your most important financial goals. We've built our team around helping families achieve that purpose.

- Brad Boeckman

BCS Wealth Partners - Team Accolades

7

Investment professionals on the team

120

Collective years of experience


Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Father and son

Comprehensive financial planning

Three gen

Multigenerational wealth management

A team approach

A team approach

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager