At BRG Financial LLC, investment and asset management is the main pillar of our business. We manage client accounts on a discretionary basis in which we prioritize client interest through our fee-based structure. In other words, the success of our clients directly aligns with our performance as a business. By being entrusted to be your investment and asset manager, we recognize that your success equals our success.
Although our business follows an asset management model, there are still many overlaps with financial planning that we guide. Additional areas of financial planning we provide guidance on are retirement planning, college planning, insurance, budgeting, inheritances, tax efficient investment strategies, and more.
At BRG, we do not have account minimums and we encourage you to contact us if you want to get started. We will help you through every step of your financial journey.
