A complete list of active advisors currently associated with Brescor Wealth Advisory

Warmer can help you find a great advisor at Brescor Wealth Advisory or one who fits your needs even better.

Brescor Wealth Advisory is an investment management firm that focuses on serving pooled investment vehicles and institutional clients while also documenting services for individuals, trusts, foundations, and family offices. It offers discretionary asset management together with related services such as financial planning and personal finance coaching, and it conducts educational seminars and workshops open to the general public. Portfolios are managed on a discretionary basis with a primarily long-term orientation, though the firm may buy, sell, or reallocate positions held less than a year to meet client objectives or respond to market conditions. Investment selection is guided by internal due diligence using fundamental, technical, and valuation analysis, and the firm provides ongoing oversight including periodic reviews, rebalancing and tax-loss harvesting considerations. Noteworthy features relative to many peers include the firm’s regular offering of public financial education programs—delivered through community adult-education formats and available online or in person—and the availability of hourly engagements for planning and coaching, which are uncommon for managers that primarily serve pooled or institutional assets. The firm is newly formed and, in its most recent regulatory filing, reported no assets under management, a condition consistent with an early-stage manager building its client base.

To learn more about the advisors currently working at Brescor Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.