Our Services

When you work alongside us at One Brick Capital, your goals become the priorities that shape our days. We consider these objectives as well as your concerns to formulate a customized, transparent, turn-key approach to fashion your strategy. We work to provide you the latest tools and information needed to bring clarity to the ever-changing financial world in which we live.  Our boutique style approach assures that we will be there every step of the way to answer questions, evaluate rising issues and most importantly, keep you on track to reach your goals.  Through our collaboration we will design a thoughtful and efficient plan to meet your needs, whether you are starting a business, building a family, or weighing strategies to transfer your wealth.

One Brick Capital offers:

  • Comprehensive Wealth Advisory 
  • Financial Planning
  • Independent Investment Management and Research
  • Protection Analysis and Design
  • Comprehensive Tax strategies
  • Retirement Income Planning
  • Business Succession and Consulting
  • Estate and Trust Guidance