Category: Articles

When we talk about leaving legacies, we usually only think about the next generation. But what if you planned enough to create a legacy that continues for subsequent generations?​

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A legacy is more than a financial inheritance. Leaving your legacy is also about passing on your values and vision.​

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Holistic wealth management allows you to discover what matters most to you rather than what other people think you should value.​

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Our first year together begins with a detailed interview process: sixty-plus questions that cover everything except your financials. We learn about you.

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Don’t shortchange your business – your baby, your identity, your passion and life’s work – with just anyone. Whether its us – or another laser-focused specialist, your partner through this process can help write – or erase – your life’s story.

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If you are looking to build a business succession team as successful and agile as your corporate management team – the time is now to begin assembling your own “dream team” to realize your business’s true potential.

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One never knows what the next moment will bring. The truth however, is to fully realize a successful business exit planning strategy – true proactivity is required.

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In this newsletter, Brix Wealth offers these keys to keeping your money and sanity during a divorce.

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“For individuals who wish to sell appreciated investment real estate, there are a variety of strategies to mitigate the capital gains consequences.”

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