You have achieved a lot. And you’re not ready to rest on your laurels yet. Of course, the more you achieve, the greater the complexities that come with managing your personal needs, your business concerns — and your significant wealth. At the Broderick Mingelgreen Group, we understand these challenges and are dedicated to helping you simplify your financial life so you can focus on continuing to pursue your definition of success. After all, your wealth should be something you enjoy, not something you worry about.
We continually push ourselves to learn more and to do more for our clients. It’s our ethos of service. And, like you, we never settle for “good enough.” We first listen closely, learning everything we can about your goals and aspirations, your worries and fears, the values you and your family hold dear. We then combine creative thinking with extensive market knowledge and expertise to create a smart, comprehensive plan to address your specific wealth needs and help you pursue your goals. In doing so, we provide thoughtful, custom guidance, with an understanding of behavioral finance to build the investment framework you can stick with over time.
We bring clients the vast intellectual capital of a trusted industry leader with the exceptional service and personal guidance of a deeply experienced team — turning a well-resourced firm into your own private wealth management team. We count successful families, entrepreneurs, corporate executives, and financial professionals among our select set of clients. They rely on us to help them build better investment habits, preserve and grow their wealth, understand risk, reduce tax liabilities, facilitate philanthropic endeavors, and pass on wealth and values to the next generation—and more.