The way you manage your investments today will determine your financial security in the future. At Brigham Wealth Management, we are passionate about helping our clients make the most of their wealth. We put our clients first; spending as much time as is necessary to clearly understand what is important about money to them.
Understanding clients unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want. Do you know how much money you need to live the life you desire? Money may just be a means-to-an-end, a tool enabling you to live the life you wish for, but managing your money poorly can mean the difference between a life fulfilled and a life with regrets.
Understanding clients unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want. Do you know how much money you need to live the life you desire? Money may just be a means-to-an-end, a tool enabling you to live the life you wish for, but managing your money poorly can mean the difference between a life fulfilled and a life with regrets.
Services
Here at Brigham Wealth Management we follow a four stage planning process to help clients identify where they are now, where they want to be and then help them to take control of their finances and live the life they want. Most people acquire various investments and policies throughout their life without ever looking at what they will achieve collectively.
WHAT do you need to do to ensure that your family are totally financially secure WHATEVER happens. And perhaps the biggest question of all. Our initial Discovery Meeting enables us to explore a possible relationship and find out if we can add value. It is provided free of charge and without obligation.
As fixed price, fee-only advisers, we are uniquely placed to give you truly objective advice. We have no financial conflict of interest in selling products, increasing investment transactions or modifying portfolios. We have strong incentives to minimise your costs and maximise your account value, since our fees can grow only if the size of your account grows.
With thirty five years in the financial services sector, David has built up a wealth of experience. He first became an adviser in 1988 and in the early part of the new millennium, built up a large regional IFA that was successfully marketed and sold in 2008. This enables him to fully understand and empathise with business owners when making their own financial decisions.
There are two kinds of investors, be they large or small: those who don't know where the market is headed, and those who don't know that they don't know. Then again, there is a third type of investor - the investment professional, who indeed knows that he or she doesn't know, but whose livelihood depends upon appearing to know.
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