BCG Private Wealth Management
In 1994, Suzanne Bledsoe and Dave Cathcart started a wealth advisory practice in Charlotte, NC which would come to be known as BCG Private Wealth Management. For more than twenty-five years, the partners of BCG Private Wealth Management have served wealthy families exclusively. Today, our clients include business owners, corporate executives and the beneficiaries of multi-generational wealth. We devote our energy and capabilities to managing the financial complexities of this select group of families exceptionally well.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
