About Us

As collectors and lovers of wine, our team has always found the process of making wine analogous to the steps and processes relevant in cohesive financial planning.

Why Brix? “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best winegrowers, financially successful people must consider the implications of their decisions early enough in the process to drive the impact and results they desire long term.

This is the bedrock of any good wine and successful financial planning. For most of our clients, this long-term outcome is the culmination of their life’s work – and the capstone of a life well lived.

Beyond having the most cutting edge and advanced financial planning designations, our team has developed strategic partnerships with business valuation experts, mergers and acquisitions teams and the country’s foremost thought leaders in tax and estate issues, in order to best serve our client base. Our commitment to deepening our client’s bench of advisors allows for truly collaborative planning.

Bringing it all together is our unique, proprietary approach to transforming the financial planning experience using strategic analytics and a simplified and elegant roadmap to guide deliberate action and track progress. With transparency our goal at every turn, our process is custom-tailored to ensure the “decisions made in the vineyard” are aligned with producing the results our clients seek.