Expert advice to help you achieve your vision.
Private Wealth Management
Realizing your vision.
Wealth management is about so much more than growing or protecting assets. It’s about people, families, and what they care most about.
For more than 50 years, Brockenbrough has been helping a select group of clients support their passions and create lasting security for their families.
Our Clients
Successful, discerning investors.
At Brockenbrough, we bring our extensive set of resources, partners, and experience to bear on behalf of our clients. Our practice is tailored around the unique needs of:
- Individuals and families
- Multi-generational families
- Business owners
- Family offices
Our Services
360° advisory services
built around your needs.
Our approach to stewardship transcends investing. More than your financial advisor, we’re complex problem-solvers and we strive to be your trusted ally for all of life’s biggest decisions and milestones. Our practice is built to accommodate a wide range of financial situations and relationships. Through it all, our goal is constant: to help you have the financial peace of mind that only comes from knowing your wealth, your estate, and your legacy are in experienced, dependable, and stable hands.
Investment Management
When we’re creating client portfolios, we first identify the best strategies to meet your goals. The specific vehicles often start with a core strategy of high-quality equities and fixed income. Often our clients opt to blend traditional and nontraditional assets.
Financial & Wealth Planning
We internalize each client’s goals and then develop a holistic plan to help you achieve them. Our approach strives to go well beyond traditional financial management.
Family Office Services
Our comprehensive family office services help select families deal with the complexity, challenges, and opportunities that come with prosperity. With Brockenbrough, you can take comfort knowing you have a trusted ally to help manage all aspects of your financial life — now and for generations to come.
Important Disclosure Information
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Brockenbrough does not serve as an attorney, accountant, or insurance agent. Brockenbrough does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Brockenbrough) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
News & Insights
"We take a hands-on, collaborative approach to serving our clients so they benefit from the knowledge and expertise across the entire firm. Many of our clients have complex financial needs and we are here to guide them."
Bob Burke
Managing Director, Private Wealth Management
3rd Quarter 2024 Commentary