"Wealth is the ability to fully experience life."

- Henry David Thoreau


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.


RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families comprehensive strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

Putting a price on carbon emissions

Increasingly, countries are making the pricing of carbon emissions mandatory, either by enforcing cap-and-trade rules or by imposing a carbon tax. But with the pace of government regulatory support varying dramatically from country to country, many companies are also trying to offset their emissions voluntarily, in response to the growing cohort of environmentally conscious consumers and the increasing influence of environmental, social, and governance (ESG) funds. How should investors take this new business expense into account? 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.

Let's start the conversation

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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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