Firm News & Articles

Discover the value of holistic planning and start building financial stability and security today.​

While there are many succession planning best practices to consider, and each company’s situation calls for a unique approach. We have narrowed our advice down to three top tips.​

Brix Partners is dedicated to our high net worth clients. We are not just high net worth insurance brokers, but rather an important partner in your wealth management. ​

Your ultra high net worth estate planning will be in the hands of someone who understands what you want to achieve and can help you get there. ​

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?​

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

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

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

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.