7
Investment professionals on the team
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.
7
Investment professionals on the team
120
Collective years of experience
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
