Brenton Point - Careers


Our Financial Planning Process is customized, comprehensive and holistic in approach and application.
Develop a plan to efficiently transfer wealth and protect your family and/or business assets. Because of our strategic relationships with a diverse array of service providers, we can work with the right professionals for a wide variety of financial and estate planning needs.

  • Multi-Generational Financial Planning

  • Retirement Planning

  • Investment Planning for Trusts, Grantors and Beneficiaries

  • Foundation Management

  • Advisory of Family Offices

  • Philanthropic Advisory

  • Wealth Transfer Assistance

  • Scenario Analysis