11 Middlesex Avenue
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.
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.
Every action that we take is rooted in our data-driven, time-tested process.
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.
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.
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.
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.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement