Tag: charitable giving

Pink piggy bank wrapped in chains and secured with a padlock, symbolizing the importance of protecting wealth from financial myths and market risks.

Six Myths That Impact How You Grow and Protect Your Wealth

When it comes to building and preserving wealth, there’s no shortage of advice from talking heads, friends, media, or even family—some may be sound advice,...

Read More

Illustration of hands holding a heart, symbolizing generosity and philanthropy, representing the impact of charitable giving strategies for a lasting family legacy.

Top 5 Charitable Giving Strategies for a Lasting Family Legacy

At BCR Wealth Strategies, we understand that wealth is not just about accumulating assets but what you do with them. If you’re among those with...

Read More

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.