Our Philosophy

Couple meeting with their advisor

B&R Wealth Management specializes in providing all aspects of comprehensive financial services for individual clients and businesses. Specific areas of expertise include retirement, investment, tax, estate, and business planning. Currently, our partners, associates, and staff service a client base of more than 2,000 clients. Collectively, the partners and associates have more than 75 years of experience in the financial services industry.

All partners and associates are required to follow rigorous professional performance guidelines and meet specific continuing education criteria to maintain securities and insurance licenses. Several of the partners and associates have master's degrees as well as financial services professional certifications (e.g. ChFC®, CFP®, CPA, CLTC, and CFS) and are members of many professional associations (e.g., The International Association of Financial Planning, The Society of Financial Services Professionals, and The Hartford and Southeastern Connecticut Chapters of the Estate and Business Planning Council).

Our commitment begins with the desire to develop a long-term relationship with our clients, combined with listening and educating, to construct a holistic plan to target their goals and objectives. We have earned an excellent reputation for integrity and honesty with our clients.

B&R combines the talent and technological sophistication of the larger, proprietary firms, with the personal attention, responsiveness, and flexibility that only an independent smaller firm can provide. We are not bound to any proprietary products or investments nor incentivized by any product sponsors, meaning we can offer investment and products that are most appropriate for you.