Comprehensive planning for each generation

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.

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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

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.

Comprehensive financial planning

Are you looking to grow your assets? Do you have sufficient cash flow to pursue the future you want? What concerns you the most about passing your wealth to future generations? When it comes to your life questions, our dedicated team can help you determine the best path forward.

We begin each relationship with a series of in-depth conversations. Our financial planning process is designed to help us understand where you are today and what you’re looking to achieve.

From there, we help you prioritize your goals at each stage of your life.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Multigenerational wealth management

We recognize that managing wealth spanning several generations requires a careful approach. As you think about passing assets onto the next generation, will you and your family be prepared?

Family conversations about wealth can be tough, even under the best of circumstances. We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to provide strategies for the next generation and education on philanthropy.

We harness the broader resources of UBS to meet your more specialized needs in the areas of:

Portfolio development
Family legacy planning
Philanthropic planning
Asset protection
Risk management

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.