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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.
At BCH Wealth Management, we’re all about the WHY, the HOW and the WHAT.
Our primary mission is to help you gain and maintain confidence in all aspects of your finances. 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.THE WHY – Confidence
THE HOW – Collaboration, Access & Technology
THE WHAT
BUSINESS SERVICES – Customized Business Solutions
- Retirement Plans
- Group Health & Ancillary Benefits
- Business Insurance Solutions
- Succession Planning Strategies
- Key Man & Buy-Sell Insurance
ESTATE PLANNING STRATEGIES*
- Estate tax mitigation
- Utilization of Life & Long-Term Care Insurance
- Gifting & Wealth Transfer
- Trusts
*We will work with an attorney to help create & update your estate plan.
EDUCATION FUNDING & 529 PLANS
- Custodial Accounts (UTMA/UGMA)
- Secondary Education Prep
INSURANCE
- Disability
- Life Insurance/Annuities
- Long-Term Care
- Property & Casualty
- Medical/Dental/Vision
- Medicare & Rx
- Business Insurance
IRA & IRA ROLLOVERS
- Traditional IRA
- Rollover IRA
- ROTH IRA
- SEP IRA
- SIMPLE IRA
- Self-Directed IRA
RETIREMENT PLANNING
- Budget Analysis
- Risk Management
PORTFOLIO CREATION & MANAGEMENT
- Diversified Equity
- Stocks
- ETFs
- Mutual Funds
- UITs
- Tactical Fixed Income
- Bonds
- CDs (FDIC)
- Treasury Bills
- Laddered Portfolios
- Alternative Investments & Strategies
- REITs
- Oil & Gas LPs
- Options
- Private Equity
- Institutional Wealth Management
WHO WE ARE
Christopher Buti, CFP
Founding Partner
For almost a decade, Christopher Buti, Partner and Certified Financial Planner™ (CFP®) has been providing clients clear, financial guidance in an open and patient environment. Providing options that outline benefits and possible pitfalls, empowering clients with financial knowledge and confidence. read more Christopher strives to better client’s lives financially through Risk Management, Income Planning, Retirement Planning Strategies, life Insurance, Long Term Care Insurance, College funding strategies, Health insurance & Medicare, and more. He believes there is no replacement for hard work and honesty, and delivers both to his clients. Along with his work at BCH Wealth, Christopher is also a member of the CFP® Board, a non-profit organization fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. When not at the office, Christopher is still a busy man who, with his wife of 20 years, Jennifer, spend time with their 2 boys and daughter at Hockey games and gymnastics meets. He is also an avid outdoorsman and member of the St. Paul of the Cross Church in Park Ridge. read less
Vincent Corso
Founding Partner
Vincent Corso, Partner & Investment Advisor, has been helping people and companies gain confidence in their finances for the better part of a decade. Specializing in Financial Planning and Benefits, Vincent strives to support his clients through clear and open financial conversation allowing him to understand their full financial picture and suggesting the appropriate strategies and tactics. read more Working as an Investment Advisor Representative, Vincent’s focus is helping clients protect their retirement assets and increase their household income by helping them finds ways to potentially lower their income taxes and taxes on Social Security benefits. Vincent has passionately helped hundreds of people develop retirement planning strategies designed to protect their retirement assets from potential challenges. When not working for his clients, he loves to spend time with his wife of 12 years, Kristin, and their 4 children. He is an avid sports fan, as well as coaches his kid’s sports teams and playing golf. read less
Brandon Harwell
Founding Partner
As a Founding Partner, Brandon Harwell specializes in holistic financial planning and tactical portfolio management, working with families and businesses to create financial plans tailored to their needs, to help them fulfill their short and long-term financial goals. read more Brandon is a firm believer in honesty, transparency and professionalism, and as a Fiduciary, working in his client’s best interest. By listening to and learning about his client’s needs, he is able to take a complex situation and simplify it, helping clients reach their objectives. read less
Patrick Donohue
Financial Assistant
Patrick resides in Arlington Heights, IL and recently graduated from Valparaiso University where he was a member of their baseball team. His most important life lesson learned is that consistently good results are a product of a sound process. The most rewarding part of this job is that he is able to help people achieve their goals while creating long-lasting personal relationships.
Will Goldsberry
Financial Assistant
After receiving his bachelor’s degree in Managerial Finance from the University of Mississippi, Will spent a year as a Financial Professional at Equitable Advisors in Franklin, TN before joining BCH Wealth Management. He has joined the team with dreams of broadening his knowledge of the finance world so he can improve the lives of the people he loves and cares about. Will believes that having a tireless work ethic and making the people around you better are the keys to being successful in anything you do.
BCH Wealth Management does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.
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