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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

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.

Contact Us

Learning Center

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

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Rebalancing Your Portfolio

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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Meet Our Team

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