About Us

BRESCOR WEALTH is an independent RIA that provides wealth management for individuals, couples, and families. We proudly serve EVERYBODY, but we specialize in helping HEALTHCARE PROFESSIONALS and their loved ones.

We promote financial wellness by blending therapy-informed coaching, planning, and investing. We believe that money beliefs, worries, and skill sets inform many aspects of financial behavior, so we start there FIRST.

WE OFFER

COACHING for individuals and couples struggling with spending, debt, or other personal finance challenges

FINANCIAL PLANNING for working professionals and retirees

INVESTING SOLUTIONS for capital preservation, long-term growth, and income generation

We seek to democratize access to high-quality financial services, providing exceptional value to every client regardless of their financial status.

NO MINIMUM AUM REQUIRED!

WHAT MAKES US DIFFERENT

Flexibility: BRESCOR WEALTH understands that you are juggling family lives, careers, businesses, and social calendars. Whenever and wherever you can meet, we'll make it work!

Independence: BRESCOR WEALTH is not one of a thousand advisors within the same company. We believe Independence = Fewer Conflicts = Better Advisor/Client Alignment.

Value: BRESCOR WEALTH believes that many advisors overcharge for investment services. We transparently price our services based on expected value-add and provide options.

Education: BRESCOR WEALTH is committed to financial literacy. We help clients think independently and act confidently. We are committed to self-improvement, for you and for us.

Financial Safety: BRESCOR WEALTH's service model is rooted in risk management. Unlike most advisors, we focus on the NON-investment financial risks to your income and wealth.

Emotional Safety: BRESCOR WEALTH understands that money issues can trigger intense emotions so we emphasis openness, compassion, and patience in every working relationship.

WHAT WE BELIEVE IN

Discussions, not Deliverables
Relationships, not Engagements

Inclusion, not Restriction

AFFORDABILITY, ACCESSIBILITY, and ADHD-FRIENDLINESS

Our mission is to guide clients to better financial wellness through greater financial freedom and stability.

We are very grateful for our Physicians, Nurses, Hospital Administrators, Dentists, Consultants, Scientists, Therapists, Dieticians, Trainers, Chiropractors, Pharmacists and Pharmaceutical Managers, EMTs and Paramedics, Veterinarians, Optometrists, and other healthcare professionals.

You keep our mind, body, and soul well.

Let us keep you FINANCIALLY well.

SERVICES

Personal Finance Coaching

Deep-dive discussions, led by our Certified Financial Therapist™, on topics including:

Budgeting & Debt Management

ADHD and Personal Finance
Financial Coupling and Decoupling

Long-Term Goal Setting
Retirement Transition and Legacy

Our novel approach includes an introductory series of 4 meetings:

Singles: Present, Past, Future, Present

Couples: Together, Apart, Apart, Together

3 Monthly Subscription Options

STARTING AS LOW AS $175/MONTH!

We adhere to these coaching principles:

Objectivity & Active Listening

Thoughtful Questions & Honest Feedback

Solution-Oriented Action Plans

Financial Planning

Personal Finance Coaching

Customized planning options based on

your needs and budget:

Fixed Fee

$3K-$10K

Integrative financial planning -

great for "first-timers"

Hourly Rate

$200/hr

Á la carte, "On call" financial planning -

great for those with existing plans, specialized planning requirements, or occasional consultation needs

We provide the following services:

Budgeting · Investment Advisory · Retirement Planning · Tax Planning · Estate Planning · Insurance & Risk Management · Marriage and Divorce Financial Planning · Education Planning · Real Estate Transaction Advisory · Specialized Planning

Investment Management

Personal Finance Coaching

Investment Management

Strategic long-term investing that follows a disciplined process:

Goal Setting

Portfolio Review

Investment Modeling
Asset Allocation and Location

Trade Execution
Portfolio Monitoring and Rebalancing

We customize Investment Policy Statements to meet your long-term goals

Automatically paired with financial planning in one service package!

AUM-Based Pricing

(tiered)

and

Income-Based Pricing

for Qualifying Individuals and Families

(under $100K/yr combined income)

Frequently Asked Questions

Please reach us at info@brescorwealth.com if you cannot find an answer to your question.

How Do I Know if Brescor Wealth is Right for Me?

For every prospective client, we work through the same process to ensure that you will be confident working with us. This process is detailed in our Client-Advisor Matchmaker Guide, which is provided in the DOWNLOADS section below.

What Brescor Wealth Service(s) Do I Need?

We like to use the example of retirement planning to help people decide what Brescor Wealth service(s) might best fulfill your needs.

Have you done little or no retirement planning, don't know what type of account to use, where to open the account, how much and how often to invest based on your budget, and how to broadly invest the funds? Personal Finance Coaching might be right for you!

Do you have specific retirement goals (e.g. You want to retire at 65 and have $100K/income in TODAY dollars to live off every year) but don't know what to do in the present to meet them in the future? Financial Planning might be right for you!

Do you need someone to select your investments, monitor and rebalance your portfolio, and track market conditions to ensure that you are on track to meeting your retirement goals? Investment Management might be right for you!

Still unsure? We encourage you to schedule a time to speak with us. Review our calendar in the APPOINTMENTS section below. Let's talk!

Can I Afford to be a Brescor Wealth Client?

Brescor Wealth prides itself in providing superior ACCESSIBILITY and AFFORDABILITY. Our pricing reflects our expected value-add, and we are confident your return will be worth multiples more than our cost. For more information, please review our Table of Fees for Services and Coaching Subscription Model Pricing documents, which are provided in the DOWNLOADS section below.

Do You Only Work with Healthcare Professionals?

Although we do work with many healthcare professionals, we also work with other professionals who share our belief that better financial wellness can have tremendously positive effects on overall wellness and health. Our clients appreciate that we have made this tenet central to our service model, and they understand why Brescor Wealth's processes, deliverables, and educational content reflect this.

How Do I Get Started?

Schedule a FREE financial wellness consultation! Review our calendar in the APPOINTMENTS section below. There is no obligation to buy anything today or tomorrow or the next day. Let's chat and see if we are good fit!

VIDEOS

Start Retirement Planning TODAY!

Retirement planning is all about the long game. The sooner you begin, the more likely you'll be able to meet your goals.

Doctor Mortgage: Should I Get One?

A doctor mortgage, also known as a "physician loan", is a specialized home loan designed to help certain medical professionals (medical residents, fellows and attending physicians, dentists, and veterinarians) buy a home with favorable terms.

Navigating Market Uncertainty

Got motion sickness? Investing can be a bumpy ride. Let us help you smooth out the journey a bit.

A Message to Attending Physicians

We work with physicians just like you to optimize savings strategies, reduce tax burdens, and put you on a better path of financial wellness through greater financial freedom and stability.

Take Control of Your Student Loans

We know juggling student loans, credit cards, and everyday expenses can be overwhelming - but you don’t have to figure it out alone.

Welcome!

We are excited to launch Brescor Wealth, a wealth management firm specializing in serving healthcare professionals and their loved ones.

OUR FOUNDER AND CEO - joel m. roberts

Veteran Wealth Manager

15+ years wealth management experience

Held high-level roles at a RIA and a family office

CERTIFIED FINANCIAL PLANNER® (CFP®)

Retirement Income Certified Professional® (RICP®)

Certified Financial Therapist™ (CFT™)

Master of Business Administration (MBA)

Proud Father, Husband, and Bay Stater

5+ years as a

child juggler and short-order cook

2K+ diaper changes and

100's of sleep hours lost

Married to a Boston Children's Hospital pediatric neurologist

40+ years lived in Massachusetts

Boston University and Brandeis University alumnus

Dana Farber Cancer Institute Enthusiast! Boston Marathon Fundraiser, Pro Bono Financial Coach, and Former Patient

A Little Bit of This, and a Little Bit of That

Dark Roast Afficionado

Self-taught Guitarist

Staunch Household DIYer

Rabid Completionist

Self-published Novelist

Amateur Gardener

Adoring Dog Owner

DISCLAIMERS

The content of this website is intended solely to provide general information regarding our business services. Nothing on this website constitutes personalized investment advice or is a recommendation to buy or sell any security or other financial product. To the extent you wish to engage us for investment advice based upon your personal circumstances and objectives, please contact us at (781) 444-2630.

Brescor Wealth Advisory LLC does not offer legal advice and no portion of this website should be interpreted as legal advice. We strongly encourage you to seek advice from legal experts regarding any legal matters relevant to you.

You agree, as a condition precedent to your access to this website, to release and hold harmless Brescor Wealth Advisory LLC and its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of your actions or omissions, which are independent of your receipt of personalized investment advice from Brescor Wealth Advisory LLC.

COACHING. plannING. investing.