BCR Wealth is passionate about helping people succeed

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Wealth is about more than just money. Wealth should be a byproduct of successfully pursuing your passions; expanding on what’s possible through practical planning and evidence based investing. At BCR Wealth, our passion is helping people succeed. To help you succeed we first need to know your passions and where you want them to take you. For you, your family and your employees’ retirement plan – your success drives our business.

Clients


 

Young Professionals

 

Busy Boomers

 

Women and Wealth

 

Employer-Sponsored Retirement Plans

Philosophies

 

Fiduciary

 

Wealth Care

 

Evidence-Based Investing

Home

Our Team


Marshall Rathmell

CFP®, CPA/PFS

Sandra Cleveland

CFP®, CCPS

Norman Berk

CFP®, CPA (inactive), PFS, J.D.

Harold Sasnowitz

CFP®, MBA

Justin Ladden

AIF®

Jay McGowan

CPA

Mary Jane Marcus

Melissa Belter

Leah Compher

Joye Sherrill

 
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