Meet every challenge with an expert at your side.
360˚ Advisory Service
Because there’s more to your wealth than money.
Creating wealth is hard. Turning that wealth into a legacy: even harder. You’ll face countless twists and turns along the way—some financial, some personal. Our 360˚ Advisory service was built to ensure our wealth management clients never face those issues alone. 360˚ exists so you’ll always have a trusted ally with you—someone who understands your finances inside and out—when you need them most. Whatever the issue, however complex or personal, 360˚ means you’ll never face it alone.
The 360˚ approach.
Our 360˚ Advisory service was built to reduce your stress, create greater stability, and provide total peace of mind for all private wealth management clients.
Our team brings deep experience, backed by an ecosystem of specialists who each bring their own areas of niche expertise. In full, our capabilities transcend investment management. With Brockenbrough, you’re covered on everything from marriages and divorces to major purchases and sudden life events.
- Tax strategies and planning
- Trusts and estates, including special needs trust planning
- Insurance planning
- Elder care planning and coordination
- Impact analysis of large purchases, such as real estate, cars, or boats
- Coordination of family meetings