Brix Partners has multi-generational history—we first opened as the Tornberg Agency in 1988. After transitioning ownership to our current CEO in 2010, Hurley Financial Group was born. As the company grew, the decision to rebrand as Brix was intentional. As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning. “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best vignerons (winegrowers), the most successful businesses must consider the implications of their decisions, early enough in the process, to drive the impact and results they desire. This is the bedrock of successful financial planning.

Brix Wealth Management has multigenerational history—we first opened as the Tornberg Agency in 1988. After transitioning ownership to our current CEO in 2010, Hurley Financial Group was born. As the company grew, the decision to rebrand as Brix was intentional. As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning. “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best vignerons (winegrowers), the most successful businesses must consider the implications of their decisions, early enough in the process, to drive the impact and results they desire. This is the bedrock of successful financial planning.

Barnum Financial Group provides a full range of investment and asset protection products and services to over 250,000 clients including individuals and their families as well as small businesses, corporations, government entities, not-for-profit organizations and their employees. With offices in Connecticut, Massachusetts, New Jersey, New York and Rhode Island, Barnum supports its advisors with experienced and well-trained resources. From professionals in operations and service support to our network of consultants who provide sophisticated strategies and timely ideas, everyone at Barnum is dedicated to helping you achieve your financial goals. At Barnum, we are committed to building long-term relationships with each client by delivering thoughtful advice, quality service, and financial education. This commitment has helped both our firm and our financial services representatives receive a number of awards and recognition including being named MetLife’s Premier Client Group’s 2013 Firm of the Year. While we are proud of these accolades, it is the trust and confidence our clients place in us that is the true measure of our success.

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Equities Trader