Our mission is to help you pursue a path to being financially invincible. We would like to get to know and understand your needs, wants, and long-term goals. We are here to help you develop, implement, and monitor strategies that are designed to address your individual situation.
We focus much of our attention on the needs of healthcare professionals, educators and small business owners. We understand the sacrifices that have been made and the challenges these individuals, families and businesses face today.
From managing debt to saving for college or retirement, to putting in place programs to attract, retain and retire high-performing talent, these financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking creatively and being resourceful, and we challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our process affords you access to the knowledge, resources and experience of investment and risk management professionals while you receive ongoing guidance from your financial advisor. We employ a four-step process that identifies your goals, constructs an appropriate strategy, implements the plan and monitors it for effectiveness over time.
Renwick Brutus has more than 25 years of experience advising clients through planning and providing insurance and investment solutions.