Description

• Wealth Management by DesignThe La Bri Group is a referral-only, independent financial advisory 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 ClientsOur 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 ClientsOur 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/SIPCAdvisory services offered through First Allied Advisory Services, Inc.SpecialtiesPortfolio assessment, risk protection, qualified plans, non-qualified plans, alternative investments, estate planning, trusts and life insurance
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  Headquarters:675 North Barker Road Suite 310, Brookfield, Wisconsin, United States

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  Phone Number: +1 262-717-9610

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  Website: https://www.labrigroup.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:La Bri Group

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• |  NAICS Code: 523930  |

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