Brix Partners
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
6 Corporate Dr, Shelton, Connecticut, 06...Phone Number
(203) 513-6000Website
www.brixpartners.comRevenue
$5 MillionIndustry
About Brix Partners
NY Wealth Management specializes in coaching successful business owners and CEOs to achieve their critical financial goals through a comprehensive five-step wealth management plan. Their services include wealth enhancement, protection, business transition planning, tax mitigation, and legacy building, all aimed at empowering clients to take control of their finances. The firm employs a unique Wealth Empowerment process that clarifies, simplifies, and realizes clients' financial aspirations while ensuring a successful transition of assets to future generations. Their intended clients are business owners and executives seeking innovative and practical financial solutions.Explore more
SIC Code 62,628NAICS Code 52,523Show moreBrix Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
RA
Rebecca AndrewsChief Operating Officer & Lead of Fortress Insurance Services Agent
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NY Wealth Management specializes in coaching successful business owners and CEOs to achieve their critical financial goals through a comprehensive five-step wealth management plan. Their services include wealth enhancement, protection, business transition planning, tax mitigation, and legacy building, all aimed at empowering clients to take control... Read More