At the Brooks & Kohn Group, we work hard to become a trusted advisor to our clients. We take this responsibility seriously, striving to earn the right to be our clients' first choice by continuously demonstrating our in-depth knowledge of financial instruments, our strong work ethic and our dedication to our clients' unique needs.
We provide experience and investment expertise for individuals looking for an investment strategy that works. Our process is as unique as our client's own financial picture. We develop a wealth management plan by asking the right questions, listening to their answers and implementing an investment strategy tailored to meet their goals. We also recognize that circumstances change over time. We react to changing needs by reviewing and updating your RBC wealth management plan. We proactively coordinate with your professional tax and legal advisors to see that our clients have a customized and cohesive roadmap for financial success.
We provide corporate retirement plan services for plan sponsors and participants. If you are a plan sponsor, we can help you fulfill your fiduciary responsibilities, as well as help your plan participants invest for their financial future.
Plan sponsors benefit from the experience and versatility of a team working with a wide array of retirement plans ranging from plans with few participants to larger plans with thousands of participants. We assist plan sponsors in designing the plan, understanding their obligations, and selecting RBC investments.
Participants benefit from the experience of a team working with individual investor needs on a daily basis. Our educational programs are tailored to help participants understand the plan features and investment options so they can confidently accumulate and manage one of the single largest pools of wealth of their lifetime.
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Senior Vice President - Branch Director
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
