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.
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 email@example.com or call 1-866-463-1022 to schedule a time to discuss custom strategies to deal with expanding and protecting your wealth.
Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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.
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.
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