We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
WelcomeIn 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.
Boutique Service ModelWith five experienced partners and two dedicated client service associates, BCG Private Wealth Management works within Merrill Private Wealth Management. This unique framework offers the benefits of a high-end boutique along with the resources of one of the largest global financial institutions. We are privileged to work with a limited number of valued families, thereby enabling each of our five partners to deliver a highly personalized level of service to every client.
At BCG Private Wealth Management, we achieve success only when your best interests are served. Success is measured by the progress you make toward reaching your most meaningful goals. Our investment strategies are tailored to meet the broad spectrum of your short and long-term objectives. We bring you opportunities for building, preserving, transferring and enjoying your wealth.
Preserving and Growing Your WealthOur goal is to preserve and grow your family’s capital in real terms, taking into account taxes, inflation and fees. We concentrate on providing meaningful risk-adjusted returns over the long term. At the same time, we remain vigilant for short-term tactical strategies that can positively affect your portfolio.
At BCG Private Wealth Management, the highest standards of service, ethics and client confidentiality are at the core of everything we do. Not only do we act in your best interests, but we also believe in investment choices that are free from any conflicts of interest. We remain steadfast and committed to delivering absolute transparency on the costs associated with your investment portfolio.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.