Little brooks make great rivers


Our valued approach to wealth management

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 a careful watch to secure your financial future.

Capabilities

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. 

  • Planning for retirement
  • Creating an income during retirement
  • 401(k) plan consultation, search and implementation for business owners and their executive team
  • Trustee Services for families
  • Funding an education
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by
  • Portfolio construction and management
  • Succession planning
  • Estate planning

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 shayne.beecher@rbc.com or call 1-866-463-1022 to schedule a time to discuss custom strategies to deal with expanding and protecting your wealth.


On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

NABCAP Premier Advisors List

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.


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