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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
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.
October 20, 2017
The 13 Wealth Management Issues
October 6, 2017
The Benefit of a Primary Advisor Relationship
November 4, 2017
The Donor Advised Fund
December 6, 2019