FAQs

We combine experience with our proprietary Brick House Planning Process® to work through the 14 signature elements that, to us, define comprehensive wealth management. Armed with findings, from that process, we work hard to help you live the best life you can with the money you have – TODAY!

Brick House Strategic Wealth has served our clients as a Fiduciary and Registered Investment Advisor (RIA) since April 2021. Our Founder, Rob Macaulay has worked advising and planning with clients since 1989.

A Fiduciary is a person or organization that acts on behalf of another and has a legal and ethical duty to put the client’s interest first.

At Brick House Strategic Wealth we focus our efforts on providing a broad range of financial services to individuals, businesses and business owners, charitable foundations, and multi-generational families.

We spend a great deal of time managing portfolio assets in a responsible manner that’s aligned with a clients tolerance for risk and volatility.

We work through a number of planning areas, guided by our Brick House Planning Process®. The elements that we look at include, but are not limited to, retirement, tax, estate, preparing heirs, Medicare, Social Security, education funding, and elder planning.

With business owners, we help guide them through planning to maximize the value of their business and to maximize their options to exit when ready