It's not just your money. It's your life.

Value statement

With more than 50 years of combined investment experience, The Brierton-Scholl Group advises individuals, institutions and businesses in developing a cohesive, customized plan for accumulating, managing and protecting wealth. We pride ourselves on building long-term relationships based on knowledge, integrity, trust and mutual respect.
 

Core beliefs

  • Good wealth planning starts by looking at the whole picture.
  • Each client has unique and special goals and circumstances, and should be treated as such.
  • Investment recommendations should be based solely on what’s best for the client.
  • Clients deserve regular, proactive communication from their financial advisors.
  • Superior service is not a motto, but a mandate.

Weekly email market updates

We send weekly market updates by e-mail with timely and actionable market information.  If you would like to receive weekly updates via e-mail please click here.

401(k) Plan reviews for employers

As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you?

Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it?

Here are three compelling reasons why a benchmarking review is in order:

  1. 401(k) plan design features have improved drastically compared to older plan designs.
  2. Costs of 401(k) plans have decreased due to the competitive marketplace and fee disclosure rules.
  3. As a fiduciary you have an obligation to regularly review and monitor your plan.
 
We welcome you to experience The Brierton-Scholl Group difference for yourself. Contact us today to set up a meeting.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Our Team

Team photo

Learn more about The Brierton & Scholl Investment Group.

 

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

Oct 10, 2025 | Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more
Woman speaking to colleagues during a meeting

Against odds: Why responsible investing is here to stay

Oct 08, 2025 | RBC Wealth Management

Explore the latest responsible investing newsletter covering why responsible investing is here to stay with commentary on equity and fixed income products, as well as an overview of impact investing

Read more
Employee pushes cart through servers in a data center.

AI’s big leaps in 2025

Oct 06, 2025 | Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

Read more