About BCV Wealth Advisory
Discover Financial Confidence
BCV Wealth Advisory Inc. is the rebrand and amalgamation of the former offering of Nelson Financial Consultants, which included financial planning services through Nelson Financial Planning Corp. and portfolio management services through Nelson Portfolio Management Corp.
Our Goal is to
Empower You.
Our goal is to empower you with clear, actionable advice and personalized strategies.
We help you to:
Unlock More of Your Income: Discover how to reduce taxes and eliminate unnecessary expenses.
Grow Your Wealth Strategically: Benefit from tailored financial strategies designed to help you achieve your long-term goals.
Expand Your Lifestyle Flexibility: Build a solid financial foundation that provides you with greater choices and security.
Achieve Greater Financial Peace of Mind: Gain confidence knowing you have a trusted partner dedicated to guiding you.
Our Team-Based Culture
YOU ARE SERVED BY A TEAM, NOT AN INDIVIDUAL
We built our firm around a team-based culture to serve you better, together. Your journey begins with a primary advisor who acts as your main point of contact, and they are backed by the full strength of our specialized service teams. This integrated structure ensures you receive the most comprehensive and informed advice.
Our Teams
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For clients in the wealth-building phase of life who need clear strategies for income, expenses, taxes, mortgage, investments, and insurance.
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For clients and families with greater accumulated wealth who require planning with a multi-generational, tax-efficient, and philanthropic mindset.
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When deeper analysis is needed, your advisor calls upon our dedicated specialized teams for planning, asset management, and insurance.
BCV Planning Services Team
BCV Portfolio Management Team
BCV Insurance Services Team