PLANNING. INVESTING. COACHING.
Wealth Management for
HEALTHCARE PROFESSIONALS
and Their Loved Ones
No minimum AUM required to work with us!
Wealth Management for
HEALTHCARE PROFESSIONALS
and Their Loved Ones
No minimum AUM required to work with us!
BRESCOR WEALTH ADVISORY LLC is an independent RIA that provides wealth management for individuals and families.
We specialize in serving
HEALTHCARE PROFESSIONALS and their loved ones.
Taking a multi-dimensional approach, we seek to democratize access to high-quality financial services, providing exceptional value to every client regardless of their financial status.
WE OFFER
LIFECYCLE FINANCIAL PLANNING and AFFORDABLE INVESTING SOLUTIONS
RETIREMENT INCOME PLANNING for
near-retirees and retirees
COACHING for individuals and couples struggling with debt management, spending, or other personal finance challenges.
Flexibility: BRESCOR understands that you are juggling busy family lives, careers, business enterprises, and social calendars. If you need to meet virtually or in your home, during a coffee break or outside regular business hours - we'll make it work!
Independence: BRESCOR is not beholden to a parent company or outside investors. We answer only to our clients! We believe that Independence = Fewer Conflicts = Better Advisor/Client Alignment.
Value: BRESCOR believes that many advisors overcharge for standardized investment services and underprovide critical planning and coaching services. We transparently price our customized services based on expected value-add.
Education: BRESCOR is committed to financial literacy. We help clients think more independently and act more confidently on financial matters. We promote continuing education, and we consider our clients to be some of our best teachers.
Safety: BRESCOR's service model is rooted in risk management. Unlike other advisors, we focus on identifying your NON-investment financial risks and then taking action to protect your wealth and shepherd your income.
Discussions, not Deliverables
Solutions, not Services
Relationships, not Engagements
Inclusion, not Restriction
Our mission is to guide clients to better financial wellness through greater financial freedom and financial stability.
We are so very grateful for our Physicians, Nurses, Hospital Administrators, Dentists, Scientists, Therapists, Dieticians, Trainers, Chiropractors, Pharmacists, Paramedics, Veterinarians, Optometrists, and other healthcare professionals.
You keep our mind, body, and soul well.
Let us keep you financially well.
Customized planning options based on
your needs and budget:
Fixed Fee
Comprehensive and Integrative
financial planning -
great for "first-timers"
Hourly Fee
Á la carte, "on call" financial planning -
great for those with existing financial plans, specialized planning needs, or occasional consultation needs
We provide the following services:
Budgeting and Cash Flow Planning · Investment Management · Retirement Planning · Tax Planning · Estate Planning · Education Saving · Risk Management
Strategic long-term investing that follows a disciplined process:
Goals and Portfolio Review
Investment Modeling
Asset Allocation and Location
Investment Modeling
Trade Execution
Portfolio Monitoring and Rebalancing
We customize a plan to meet your goals for income, capital preservation, growth, and tax-efficiency.
OUR PARTNERING PROPOSITION
People
Philosophy
Process
Portfolios
Performance
Structured discussions on critical personal finance topics including the following:
Budgeting
Debt Management
Investing
First-Time Home Buying
Credit Score Management
Higher Education Saving
Retirement Saving
Retirement Income Replacement
Estate Planning Basics
We adhere to these coaching principles:
Active Listening
Problem Assessment
Thoughtful Questions & Honest Feedback
Reflection & Self-Discovery
Solution-Oriented Action Plans
Hello from Brescor Wealth!
Veteran Wealth Manager
15+ years wealth management experience
Held executive roles at an 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
Call or email us. We are happy to connect at a time convenient for you.
Needham, Massachusetts 02492, United States
Office Telephone: (781) 444-2630 Email: info@brescorwealth.com
Today | By Appointment |
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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.
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