By blending a diverse range of talents with a personal approach, we’re able to provide the critical focus and expertise our clients need to meet their financial objectives.
Too often, the benefits of wealth are compromised by the hard work necessary to achieve it, preserve it, or manage it for future generations. Our company was founded in 1988 on a simple premise: Assist affluent individuals and corporations in managing assets over time. Using the most creative and advanced methods of growing, preserving, and transferring wealth, we specialize in custom financial plans for a diverse range of scenarios, which may involve:
From minute personal preferences, to the reality of a corporation’s future, we develop strategies to accommodate all details, even as they evolve. We use a collaborative approach, working with the various specialists that fit into your professional team, and with the unparalleled support of a nationwide community of independent, entrepreneurial financial professionals (see M Financial Group). Our ability to bring together specialists, share ideas, and utilize products to develop unique solutions for our clients gives us a special advantage in this highly complex industry.
BCG effectively integrates legal, accounting, and investment professionals to assure you the most targeted and efficient plan for wealth management.
The Turning Basin Building | 111 Virginia Street, Suite 401 | Richmond, VA 23219 (map)
804.648.0005 | 804.648.0035 (fax) | info@bcgco.com