PLANNING. INVESTING. COACHING.
For those who know health,
there's BRESCOR WEALTH.
A wealth management firm for
HEALTHCARE PROFESSIONALS
and their loved ones.
About Us
BRESCOR WEALTH ADVISORY LLC is an independent RIA that provides wealth management services for HEALTHCARE PROFESSIONALS
and their loved ones, including retirees and near retirees.
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.
NO MINIMUM AUM REQUIRED!
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.
WHAT MAKES US DIFFERENT
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.
WHAT WE BELIEVE IN
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 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
Financial Planning
Personal Finance Coaching
Investment Management
Customized planning options based on
your needs and budget:
Fixed Fee
Integrative financial planning -
great for "first-timers"
Hourly Fee
Á la carte, "On call" financial planning -
great for those with existing plans, specialized planning needs, or occasional consultation needs
Income-Based Fee
Available to qualifying individuals and families!
We provide the following services and more:
Budgeting · Investment Management · Retirement Planning · Tax Planning · Estate Planning · Insurance & Risk Management
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 a plan to meet your goals for income, capital preservation, growth, and tax-efficiency.
OUR PARTNERING PROPOSITION
People
Philosophy
Process
Portfolios
Performance
Personal Finance Coaching
Personal Finance Coaching
Personal Finance Coaching
Structured discussions on critical personal finance topics including the following:
Goal Setting
Budgeting
Debt Management
Investing Basics
First-Time Home Buying
Credit Score Management
Higher Education Saving
Retirement Saving
Retirement Income Strategies
Estate Planning Basics
We adhere to these coaching principles:
Active Listening
Problem Assessment
Thoughtful Questions & Honest Feedback
Reflection & Self-Discovery
Solution-Oriented Action Plans
OUR FOUNDER AND CEO - joel m. roberts
Veteran Wealth Manager
15+ years wealth management experience
Held high-level 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
Our Partners and Associations
