Our Blog

Dow Reaches New Heights: What Does It Mean?

At the end of February, the Dow Jones Industrial Average closed just shy of its all-time high. Less than a week later, the index fulfilled...

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A Year of Anxiety (and Excellent Returns)

Published by: BCR Wealth Many of you reading this will be surprised to discover that 2012 was a great year to be an investor. Amid...

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Sandra Cleveland Provides Financial Planning Tips on WQOH’s “Embracing Dementia” Radio Program

BCR Wealth partner Sandra Cleveland provided financial planning tips on today’s edition of “Embracing Dementia.” The radio program was featured on WQOH, a radio station of the Catholic network ETWN. “Embracing Dementia” is...

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Professional Asset Strategies Announces New Partners and New Name

The team at Professional Asset Strategies, LLC has exciting news. To signify the contributions of Sandra Cleveland and Marshall Rathmell, they will be joining Norman...

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Location

About

BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.