Brix Wealth Management coaches successful business owners and CEOs on their most critical financial goals. Our distinct five-step wealth management plan, and series of unique processes and dialogues, enable us to become their “personal CFOs”. We provide comprehensive financial planning across these disciplines:
Clarify and expand personal, financial and business goals while identifying potential opportunities and challenges.
Turn “analysis paralysis” into a simple roadmap to achieve goals.
Enjoy the results of your dedication to long-term goals by building, realizing, and implementing your intended exit, sale or transition strategy.
Successfully pass on financial assets, core family values, belief systems and memories to the next generation, philanthropies and the world.
Brix Wealth Management understands the concerns and challenges business owners face. Your business exit strategy isn’t just a financial journey—it’s an emotional one. Our family can guide and walk with yours to your desired goals.
CRN #201912-223245
Brix Wealth Management understands the concerns and challenges business owners face. Your business exit strategy isn’t just a financial journey—it’s an emotional one. Our family can guide and walk with yours to your desired goals.
CRN #201912-223245
In Garrett Hurley’s soon to be published book for business owners and entrepreneurs, he offers insight for the eventual sale or transition of business interests through a holistic planning process.
A well rounded strategy requires a well rounded team.
Check the background of your financial professional on FINRA’s BrokerCheck
The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation
We are licensed and registered to offer products and services in multiple states. Licenses and registrations will vary by representative. Please contact this office for further information.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000
