High-net-worth Millennials are engaged with their wealth and actively preparing themselves to manage it wisely. In the third of four reports in our in-depth wealth transfer series, we look at how Millennials acquire financial knowledge, manage the inheritance process, and prepare to pass on their wealth to the next generation. Download our Millennials and Wealth Transfer report to learn more.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
We are pleased to announce that the Brookhills Investment Group has been given the distinctive honor of inclusion in the NABCAP (National Association of Board Certified Advisory Practices) Premier Advisors list in the November 12th issue of The Philadelphia Business Journal. The NABCAP recognizes an elite group of advisory practices in the Philadelphia region.
The Brookhills Investment Group helps you, our client, develop and then achieve the individualized goals necessary to live comfortably. We do this while focusing on growing and preserving your wealth—always keeping an astute watch to secure your financial. Our wealth management approach, backed by 140 years of collective financial experience, integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.
What do you want to accomplish? We can help you answer this question, prioritize your objectives, and prepare financially to accomplish them. We will collaborate with you, your CPA, your Attorney and/or trustee to implement the strategy that is designed around the plan you want. First we need to understand the 13 possible issues that will pertain to you: 1. Investments 2. Qualified Retirment Plans 3. Stock Compensation 4. Insurance 5. Liabilities/Liquidity Needs 6. Titling of Assets/Asset Protection 7. Durable Power of Attorney & Medical Directives 8. Executor/Trustee 9. Gifting to Children/Descendants/Others During Life 10. Charitable Gifting During Life 11. Charitable Inclinations at Death 12. Business Owner Interests 13. Distribution of Wealth at Death to Spouse/ Descendants/Others Once we identify the issues that pertain to your situation we offer a broad range of services to help business owners, professionals, qualified plan sponsors and participants, highly compensated executives and institutional investors to implement appropriate strategy.
Click on the "Methodical Approach to Expanding and Protecting Your Wealth" link to see what topics you want to focus on to develop custom strategies for you and your family with us. Feel free to email firstname.lastname@example.org or call 1-866-463-1022 to schedule a time to discuss custom strategies to deal with expanding and protecting your wealth.
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
October 6, 2017
The Benefit of a Primary Advisor Relationship
October 20, 2017
The 13 Wealth Management Issues
December 14, 2018