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Who We Serve
Financial Guidance for the Years That Matter Most.
Brick & Kyle works with individuals and families who want a thoughtful, personal approach to investment management and retirement planning.
Many of our clients come to us as retirement approaches, when financial decisions begin to carry greater significance and the questions become more complex.
Different Circumstances. A Common Goal.
Helping You Move Forward With Greater Confidence.
No two clients come to Brick & Kyle with exactly the same circumstances.
Some are several years from retirement and want to understand whether they are financially prepared.
Others are already retired and need their investments to provide income while continuing to support the years ahead.
Still others are navigating a significant financial change, managing accumulated wealth or thinking about how their financial decisions may affect the next generation.
What they share is a desire for personal guidance, thoughtful investment management and a relationship with professionals who understand their situation.
The Next Chapter Is Getting Closer
Can I Afford to Retire?
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It is one of the most important financial questions many people will ever ask.
As retirement approaches, we help clients bring together the different pieces of their financial lives and understand how their investments, retirement accounts, Social Security, pensions and other resources may support the future they are planning for.
Questions often include:
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When can I realistically retire?
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How much income will I need?
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Will my assets last?
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How should my investments change as retirement gets closer?
Retirement Changes the Conversation
Your Resources Working for the Years Ahead.
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Once retirement begins, the focus often shifts from accumulating assets to determining how those assets can support everyday life.
Income needs, portfolio withdrawals, market risk and changing financial circumstances all become increasingly important.
Brick & Kyle works with retirees to help manage investments within the context of their broader retirement needs while maintaining a long-term perspective.
Relationships That Extend Beyond One Portfolio
Financial Lives Often Span Generations.
Brick & Kyle also works with individuals and families managing significant assets, changing financial circumstances and longer-term family considerations.
For some clients, that may mean managing an established investment portfolio.
For others, it may involve an inheritance, changing family responsibilities or thinking about how assets will eventually transition to the next generation.
Our approach remains the same: understand the individual first and build the financial relationship around their circumstances.
Personal Service Matters
Financial decisions can become increasingly complex as retirement approaches.
We believe the relationship with your advisor should make those decisions easier to understand — not more complicated.
Brick & Kyle takes a hands-on approach to client relationships, providing personalized investment management and financial and retirement planning as part of the ongoing advisory relationship.
It is an approach built around listening, accessibility and understanding what the client needs their financial resources to accomplish.
