About Us

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.

Our Team

Our highly-qualified team is ready to coach you towards your most critical financial goals. Get to know the people who will help you exit your life’s work, while maintaining your legacy.

Garrett Hurley

CPWA®, CLU®, ChFC®, CLTC, ChSNC®
Chief Executive Officer

Christopher McIlraith

Senior Vice President

Beverly Hurley

COO, Financial Services Representative

Matthew Rush

Senior Vice President – Portfolio Management

Will Rosen

Vice President

Darren McGovern

Associate Vice President

Rebecca Morris

Executive Assistant

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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

Approval # CRN201912-223245