BBR Partners
BBR Partners is a boutique wealth management firm that provides financial advice and service to a select group of wealthy individuals and families. It works with each client to design and implement a personalized wealth strategy that is specifically tailored to their unique needs. The firm develops portfolios based on a proprietary asset allocation philosophy, incorporating tax, wealth transfer, philanthropy, and other considerations.
CORE OFFERINGS
- Wealth Advisory
- Customized Investment Management
- Portfolio Administration and Reporting