Brix Wealth Management has multigenerational history—we first opened as the Tornberg Agency in 1988. After transitioning ownership to our current CEO in 2010, Hurley Financial Group was born. As the company grew, the decision to rebrand as Brix was intentional. As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning. “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best vignerons (winegrowers), the most successful businesses must consider the implications of their decisions, early enough in the process, to drive the impact and results they desire. This is the bedrock of successful financial planning.
As a second-generation family business, we’ve expanded our focus from insurance consulting and personal lines coverage to full-service detailed financial planning for business owners. Our expertise includes the following designations: CLU®, ChFC®, ChSNC®, and CLTC. Beyond title qualifications, our team of advisors and professionals have developed the necessary professional relationships with business valuation experts, mergers and acquisitions teams, and the country’s foremost thought leaders in tax and estate issues, in order to best serve clients with both the guidance and scope of expertise they require.
Through strategic metrics and a simplified and elegant roadmap, our process is custom tailored to the businesses we work with to ensure the “decisions made in the vineyard”— are aligned with the end result our clients seek.
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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