PLANNING. INVESTING. COACHING.
Affordable Wealth Management for EVERYONE.
We serve people of all financial means and NEVER require a minimum AUM.
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Affordable Wealth Management for EVERYONE.
We serve people of all financial means and NEVER require a minimum AUM.
Brescor Wealth Advisory LLC is an independent RIA that provides wealth management for individuals, families, trusts, and family offices. Taking a multi-dimensional service approach, we seek to democratize access to high-quality financial services, providing exceptional value to every client regardless of their financial status.
OUR SPECIALITIES
LIFECYCLE FINANCIAL PLANNING and INVESTING SOLUTIONS for working parents and their families.
RETIREMENT INCOME PLANNING for retirees and near-retirees.
PERSONAL FINANCE COACHING for those struggling with spending, financial goal setting, or getting started on investing.
Flexibility: BRESCOR understands that you are juggling busy family lives, careers, business enterprises, and social calendars. We work with clients when they can and where they can including virtually, in their homes, and outside regular business hours.
Independence: BRESCOR is not beholden to a parent company, investors, or brokerages. 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 enacting changes to protect your wealth and shepherd your income.
Discussions, not Deliverables
Solutions, not Services
Relationships, not Engagements
Inclusion, not Restriction
Customized planning options based on
your needs and budget:
Fixed Fee
Comprehensive financial planning -
great for "first-timers"
Meeting #1: Discuss Goals, Set Expectations, and Review Agreement
Meeting #2: Examine Analysis, Discuss Recommendations/Options, Ask Questions!
Meeting #3: Finalize Recommendations and Create Implementation Plan
Meeting #4: Monitor Progress, Ask Final Questions, and Set Next Steps
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 Review
Initial Portfolio Review
Asset Allocation
Investment Modeling
Account Openings
Asset Location
Trade Execution
Portfolio Monitoring
Portfolio Rebalancing
We customize a plan that aims to meet your goals for income, capital preservation, growth, and tax-efficiency.
OUR PARTNERING PROPOSITION
People
Philosophy
Process
Portfolios
Performance
Structured discussions on popular 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
You pick the topic(s) ahead of time, and we tailor our learning modules to your personal situation prior to meeting.
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!
We are offering a FREE Introduction to Financial Planning informational webinar
on two different days:
September 17, 2024, 10-11AM
September 26, 2024, 7:30-8:30PM
Please visit the links provided in the video below or message us for more information!
Veteran Wealth Management Professional
15+ years wealth management experience
Held C-Suite positions at a wealth management firm and a family office
CERTIFIED FINANCIAL PLANNER® (CFP®)
Retirement Income Certified Professional® (RICP®)
Master of Business Administration (MBA)
Bachelor of Arts (BA)
Proud Father, Husband, and Bay Stater
5+ years experience as a child juggler and
short-order cook
2K+ diaper changes and
100's of sleep hours lost
40+ years lived in Massachusetts
Boston University and Brandeis University
alumnus
Boston Marathon runner for
Dana Farber Cancer Institute, 2018
Pro Bono Financial Coach for Dana Farber Cancer Institute / FPA of MA program, 2018 to 2020
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 that is convenient for you.
Needham, Massachusetts 02492, United States
Office Telephone: (781) 444-2630 Email: info@brescorwealth.com
Open today | 08:30 am – 05:30 pm |
Officially recognized by the United Nations in 2011, WEAAD aims to raise awareness about the abuse and neglect of older adults, which can ta...
Happy Independence Day!
In observance of this holiday, our office will be closed on July 4, 2024.
Happy Labor Day!
In observance of the holiday, our office will be closed on September 2, 2024.
Happy Thanksgiving!
In observance of the holiday, our office will be closed on November 28, 2024.
Happy Christmas!
In observance of the holiday, our office will be closed on December 25, 2024.
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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.
Copyright © 2024 Brescor Wealth Advisory LLC - All Rights Reserved.
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