BR Wealth Management

Wealth Management

Home
Wealth Management

Personalized Process

These 5 rules guide our investment decisions:

Comprehensive discovery

Maintain objectivity

Manage risk

Tax-efficient investing

Costs matter

These 4 steps guide our investment planning process:

Discover
- Understand your financial goals, obstacles and preferences
- Identify your interests beyond investing
- Open dialogues with your partners
Strategize
- Develop your personalized investment plan
- Build your investment portfolio
- Set your implementation and transition schedule
- Work with you through briefings and reviews
Implement
- Send transfer forms and consolidate assets
- Initiate the investment plan
- Phase in the investment recommendations
- Enroll in selected services
- Review the forthcoming client statements
Manage
- Monitor progress according to plan
- Adjust the plan and investments when needed
- Inform you, your accountant and your attorney as directed
- Help you navigate your options

Services

people

Investment Strategies & Personal Finance

business_center

Business Planning & Expertise

lock

Income Planning & Asset Protection

fitness_center

Health Concierge

gavel

Liability Tracking

flight_takeoff

Travel Insight & Suggestions

attach_money

Education Saving

laptop

Technology Education

supervisor_account

Succession & Legacy Planning

BR Wealth Management and Private Client Services do not offer legal or tax advice. Please consult a professional regarding your specific situation.