Independent & Unbiased
We are not incentivized like other wealth advisors to push particular investments.
Experienced & Creative
Out of the box thinking for results driven investments.
Tax Smart Investing
CPAs & wealth advisors working together on your financial strategy.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. BKC Wealth Management believes in long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
BKC Wealth Management operates our business with ethics and integrity. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Helping individuals, families and business owners plan for retirement using tax smart investment strategies."
- Joseph G. Hodakowski, CPA, PFS
"I have only experienced the highest level of service and professionalism. In a world where these qualities are very rare, Joe brings old school values and beyond that, is an outstanding person who I am fortunate to call my friend."
- Paul Eckert, ClientThis unpaid client testimonial may not represent the experience of all customers, and does not guarantee future success or performance.
When you work with BKC, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
"We go with you, wherever the road of life takes you."
- BKC Wealth Management
"Joe has taken us through a thoughtful financial planning process that has mapped out a plan for paying college tuition, reaching our retirement goals and our succession plan. His guidance on personal and business issues has been invaluable."
- Tom Wierzbowski, ClientThis unpaid client testimonial may not represent the experience of all customers, and does not guarantee future success or performance.