The BRW Group of Wells Fargo Advisors works with individuals and their families to help identify and understand their needs and goals. We then design a multi-generational plan that utilizes tax-efficient financial strategies aimed at helping to maintain their current lifestyle while planning for their future.
The BRW Group Difference
The goal of each member of The BRW Group is to become the trusted advisor that our clients come to for their life-planning needs. Our team serves as the hub of our clients’ financial wheel where we work in collaboration with the clients’ accountants, attorneys and other advisors to assist them in achieving their multi-faceted goals. No matter what life puts in the way, The BRW Group helps keep you moving forward.