What we do

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.

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    Confidence in your plan

  • balance icon

    Confidence in managing risk

  • diamond icon

    Confidence in saving

  • money icon

    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.

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We've got you.

  • budget icon

    Budget Analysis

  • education icon

    Education Funding - 529 plans, Custodial Accounts (UTMA/UGMA) & Secondary Education Prep

  • estate planning icon

    Estate Planning Strategies

  • gifts icon

    Gift & Wealth Transfer

  • risk management icon

    Risk Management

  • Tax Planning Icon

    Tax Planning Optimization

  • long term care icon

    Utilization of Life & Long-Term Care Insurance

  • wills trusts icon

    Wills & Trusts

  • managed portfolio icon

    Actively Managed Equity Portfolios

  • investment options icon

    Alternative Investments & Strategies

  • Diversified Equity Icon

    Diversified Equity

  • hedge fund icon

    Hedge Fund - BCH Tactical, L.P.

  • IRA rollover icon

    IRA & IRA Rollovers

  • portfolios icon

    Non-Correlated Conservative Portfolios

  • Succession Planning Icon

    Tactical Fixed Income

  • commercial insurance icon

    Commercial Insurance

  • group icon

    Group Health & Ancillary Benefits

  • buy sell agreements icon

    Key Man & Buy Sell Agreements

  • retirement icon

    Retirement Plans

  • Succession Planning Icon

    Succession Planning Strategies

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  • commercial insurance icon

    Commercial Insurance

  • disability icon


  • individual icon

    Individual P&C

  • life insurance icon

    Life Insurance

  • long term care icon

    Long Term Care

  • Medical insurance icon


  • Medical insurance icon


BCH Wealth Management does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.

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We'll help you prepare for your future.

When you're ready to prepare for the future, we'll be there every step of the way.


We are BCH Wealth Management

Get in touch with us


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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BCH Wealth Management

  • 1827 Walden Office Square Ste. 275 Schaumburg, IL 60173

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