It's not just your money. It's your life.

Value statement

With more than 50 years of combined investment experience, The Brierton-Scholl Group advises individuals, institutions and businesses in developing a cohesive, customized plan for accumulating, managing and protecting wealth. We pride ourselves on building long-term relationships based on knowledge, integrity, trust and mutual respect.
 

Core beliefs

  • Good wealth planning starts by looking at the whole picture.
  • Each client has unique and special goals and circumstances, and should be treated as such.
  • Investment recommendations should be based solely on what’s best for the client.
  • Clients deserve regular, proactive communication from their financial advisors.
  • Superior service is not a motto, but a mandate.

Weekly email market updates

We send weekly market updates by e-mail with timely and actionable market information.  If you would like to receive weekly updates via e-mail please click here.

401(k) Plan reviews for employers

As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you?

Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it?

Here are three compelling reasons why a benchmarking review is in order:

  1. 401(k) plan design features have improved drastically compared to older plan designs.
  2. Costs of 401(k) plans have decreased due to the competitive marketplace and fee disclosure rules.
  3. As a fiduciary you have an obligation to regularly review and monitor your plan.
 
We welcome you to experience The Brierton-Scholl Group difference for yourself. Contact us today to set up a meeting.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Our Team

Team photo

Learn more about The Brierton & Scholl Investment Group.

 

Latest Insights

Woman browsing on her phone by her computer

High-net-worth cybersecurity: Protect your wealth and reputation against online threats

Nov 11, 2025 | RBC Wealth Management

Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.

Read more
Currency exchange tickers

The U.S. dollar in transition: Cyclical volatility meets structural shifts

Nov 07, 2025 | Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more
Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

Nov 05, 2025 | Frances Donald, Mike Reid, and Carrie Freestone

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more