If you are a business owner seeking guidance on the next steps for you and your business, we ask that you give us a call at 212-578-2048 contact us via the form here. We will take the time necessary to understand your business and partner with you to develop a plan that bests suits your needs. Our distinct five-step wealth management plan, and series of unique processes and dialogues, enable us to act as our clients’ “personal CFOs”. Whether your goals include: Wealth Enhancement, Wealth Protection, Business Transition and Exit Planning, Proactive Tax Mitigation, Legacy Building, or Philanthropic Planning, our family can guide and walk with yours to your desired objectives.
If you would like to have a face-to-face discussion, our office is located at: 277 Park Avenue, 41st Floor, New York, New York 10172
If you are unsure of whether partnering with Brix Wealth Management is the right solution for you or your business, we have developed this assessment to determine whether your business is indeed ready for your exit. Take the assessment.
If you are seeking more information regarding who we are and the services we provide, we invite you to attend one of our upcoming events or webinars, where we will give you an inside look into the services we provide and businesses we have worked with in the past.
We look forward to partnering with you to create a successful business exit strategy and help achieve your most critical financial goals.
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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