The BCH Wealth Management team has worked tirelessly to create a holistic investment experience for our clients. Utilizing the financial industry’s modern technologies, our clients have a 360 degree picture of their personalized financial plan at a moment’s notice.
Our primary mission is to help you gain and maintain confidence in all aspects of your finances.
Confidence in your plan
Confidence in managing risk
Confidence in saving
Confidence in investing
Utilizing a broad spectrum of investment options, we will work closely with you to uncover potential pitfalls and craft suitable solutions. Equally important, utilizing the financial industry’s modern technologies, you will have a 360-degree understanding of where your financials stand at a moment’s notice.
Education Funding - 529 plans, Custodial Accounts (UTMA/UGMA) & Secondary Education Prep
Estate Planning Strategies
Gift & Wealth Transfer
Tax Planning Optimization
Utilization of Life & Long-Term Care Insurance
Wills & Trusts
Actively Managed Equity Portfolios
Alternative Investments & Strategies
Hedge Fund Style Management
IRA & IRA Rollovers
Non-Correlated Conservative Portfolios
Tactical Fixed Income
Group Health & Ancillary Benefits
Key Man & Buy Sell Agreements
Succession Planning Strategies
Long Term Care
BCH Wealth Management does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
When you're ready to prepare for the future, we'll be there every step of the way.GET IN TOUCH
Contact us for any questions about your financial needs. We're here to guide you every step of the way. Fill out the form below and we'll get back to you asap.
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1827 Walden Office Square Ste. 275 Schaumburg, IL 60173