Wealth Management by Design
The La Bri Group is a referral-only, independent financial services firm based in Brookfield, Wisconsin. Our depth of analysis combined with a design-first approach yields unmatched results for a selective set of individual and professional clients nationwide.
For Individual Clients
Our complete design approach to wealth management begins with defining objectives and portfolio review, addresses retirement income planning and risk management, and considers estate planning and transfer. Innovative use of traditional vehicles and an appropriate blend of alternative investments, such as energy projects or real estate investment, translates design into results.
For Professional and Corporate Clients
Our areas of expertise for professionals and their firms include development and coordination of qualified retirement plans, including profit sharing, 401K, and pension plans. Through effective design, organizations can address critical issues in key executive compensation and retirement planning, while careful consideration is given to the interplay of professional and personal objectives.
Contact us at 262.717.9610 for further information.
Securities offered through First Allied Securities, Inc. Member FINRA/SIPC
Advisory services offered through First Allied Advisory Services, Inc.
Specialties
Portfolio assessment, risk protection, qualified plans, non-qualified plans, alternative investments, estate planning, trusts and life insurance
Company Details
- Employees
- 2
- Address
- 675 N. Barker Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- labrigroup.com
- Keywords
- Portfolio assessment.
- HQ
- Brookfield, WI
- Competitors
- RIB Software, PT Asuransi BRI Life, pt bank bri.
La Bri Group Questions
La Bri Group's website is labrigroup.com
La Bri Group's LinkedIn profile is https://www.linkedin.com/company/la-bri-group
La Bri Group has
2 employees.
View email and phone details for 2
employees at La Bri Group.
La Bri Group's industry is
Financial Services
La Bri Group's categories are Financial Services
