The conceptual framework and methodology we employ distinguishes us from other firms in the wealth management and endowment consulting fields. Our unique approach to comprehensive life stewardship through integrated economic planning leads to leaving a lasting legacy for generations to come.
Through our BRS companies, we provide a comprehensive suite of advisory and consulting services to our highly successful clients. These services fall under three categories. Consultation, including business succession planning, investment banking, and real estate development. Risk management and fixed products, including insurance and annuities. And wealth management under our Registered Investment Advisor (RIA) firm, BRS Financial, LLC.