In order to provide our clients with the guidance and scope of expertise they require to reach their financial goals, we are continuously developing relationships with industry professionals that include valuation experts, mergers and acquisitions teams, and the country’s foremost thought leaders in tax and estate issues. If you are a CPA, attorney, banker or investment manager interested in partnering with Brix Wealth Management, please contact us. A well-rounded financial strategy requires a well-rounded team. At Brix Wealth Management, we are committed to working alongside industry leaders to guarantee that our clients’ legacy is upheld and their assets protected.
