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

Value statement

With more than 50 years of combined investment experience, The Brierton Group advises individuals, institutions and businesses in developing a cohesive, comprehensive 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 financial 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 actionably market information.  If you would like to receive weekly updates via e-mail please
click here.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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 Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Brierton & Scholl Investment Group.

 

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Latest Insights

Elderly woman looking at her smartphone

How to help a senior family member who's been a target of financial fraud

Oct 02, 2023 | RBC Wealth Management

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

Read more