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.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Meet Our Team

Todd Brisbois

President

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