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 - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Our Team

Learn more about The Brierton & Scholl Investment Group.

 

Latest Insights

Steel production furnace

Power, storage, and electrification: A revolution

Mar 11, 2025 | Frédérique Carrier

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification.

Read more
calculator and tax form

What you can do to mitigate tax surprises every year

Mar 07, 2025 | RBC Wealth Management

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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Vortex of volatility

Mar 07, 2025 | Kelly Bogdanova

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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