Brix Partners 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". Clarify and expand personal, financial and business goals while identifying potential opportunities and challenges.
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. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
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. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
Services
As collectors and lovers of wine, our team has always found the process of making wine analogous to the steps and processes relevant in cohesive financial planning. Why Brix? "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.
At Brix Wealth Management, our strength is strategic and comprehensive financial planning, with an emphasis on tax efficiency and a laser focus on ensuring action and progress. We've partnered with the most prominent thought leaders in the investment and asset management worlds to provide those services when needed.
Managing the risks that may compromise your financial goals is vital. The first step toward protecting your assets is choosing the right insurance for your own individual needs at this stage in your life. We offer custom solutions from trusted insurance firms with whom we have long-standing relationships.
The decision to step away from your business and into retirement is not an easy one, especially after dedicating years of hard work to the growth and success of your business. The act of transitioning your enterprise, whether you plan to sell or pass your business on to your children, requires diving into the details of each possibility and moving forward with the path that will produce the most desirable outcome.
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".
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