The mission at BKC Wealth Management is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
BKC believes in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
"I first met Joe in 2019 shortly after my husband had passed away. My husband was a tax accountant who managed all of our finances, something I had very little knowledge of at the time. With Joe’s patience and kindness, he guided me through numerous challenges personally, and professionally. He took the anxiety away and helped me navigate all of the difficulties appropriately, even dealing with the IRS on my behalf.Joe’s experience, background, and trustworthiness are what led me to ask him to be my financial advisor. I have had many questions along the way, and he is ready to provide an answer in a way that I can understand."
Kathleen Perniciaro, ClientThis unpaid client testimonial may not represent the experience of all customers, and does not guarantee future success or performance.
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