I’m a Business Owner, Looking for Freedom from my Business
How We Can Help YouI’m an Individual Approaching, or in the Midst of, a Major Transition in my Life
How We Can Help YouA “Do-it-yourself” Investor, Approaching the More Complex “Spend-Down Phase” of Life
How We Can Help YouI’m Looking for a Life-Centered, Turn-Key Process to Coordinate the Multiple Elements of my Financial Affairs
How We Can Help YouI Need Help Coordinating the Conflicting Developmental Agendas Between Myself and Those in My Inner Circle at Different Stages of Life
How We Can Help YouAbout Us Work With The Best
From experience and cost, to a focus on continued training of our staff, we stay nimble and lean. When combined with an extensive network of outside talent, our formula is able to deliver substantial and ongoing value to our clients.
Investment
In order to best deliver a true professional result, we focus on what we have the ability to control.
Being in synch with clients on fees, after-tax returns, proper diversification and tolerance for volatility eliminate many unforced errors.
Insurance
Our clients are already wealthy. We make it part of our job to help them stay that way by keeping an eye on risk exposure. We look for the weak link in the chain and how to fix it.
Retirement
In all likelihood, you'll only do this once. Our Brick House Planning Process™ will help guide you through the sequence of events to make sure that you measure twice, but only cut once.
Estate
Making certain to get what you've worked so hard for, to go where you want it to go - in the most efficient manner - both while you're alive, and when your not. This is a top focus for the majority of our clients.
Lifestyle
It's far too easy to get caught on the treadmill in pursuit of "Enough", without occasionally looking around and asking "Enough for What?" More often than NOT, successful people will be laser focused on just one thing.
Our approach at BHSW guides our clients to evaluate the broader landscape and helps them get the best return they can on all aspects of life. This is why we call ourselves "Life-Centered Financial Planners."
Tax
Adding a tax focus to our investment and broader planning helps clients in many ways. From maximizing after-tax returns to extending portfolio longevity, it's critical to remain vigilant when it comes to tax planning. While we don't engage in tax preparation, we'll work closely with our clients CPA to address many of the issues that can make a tremendous difference in the wealth our clients are ultimately able to hold onto.