Home | Brisbois Capital Management, LLC

Learn About Our Method

Our unique and efficient process is designed to provide solutions for clients’ tax planning and preparation needs along with a combination of other products recommended to suit your financial picture.

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How We Can Help You?

Our firm offers a variety of services that are utilized specifically to cater to your individual needs. There is no cookie-cutter approach to what we offer – your plan adjusts to precisely fit your financial goals.

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Our Three-Step Process

Every action that we take is rooted in our data-driven, time-tested process.

Assess

We carefully analyze your current financial situation, your financial needs, the goals that you want to achieve, and the steps that you may have already taken to reach those goals in order to create your overall financial picture.

Plan

Once we have collected all of the information, our team will develop a financial plan that takes into account your goals and needs and the variety of paths we can take together to achieve them.

Manage

After the strategy has been approved by you and put into action, we will continuously review the implementation to ensure that the plan is still working for you. We will meet annually and make changes as necessary.

Get To Know Us

At Brisbois Capital Management, we find purpose for your money. We aren’t only committed to solving problems for your financial or professional accomplishments – we want to be there for all of your personal accomplishments as well. We believe that our success is directly dependent on our clients’ success, and are solely driven by the way that your plan operates in order to achieve the vision you want for your future.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Meet Our Team

Todd Brisbois

President

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