BCR Wealth Strategies

at berk cleveland rathmell wealth strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. we assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. in a wealth management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. bcr wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.