Traditional Values, Innovative Approach
Our Focus
Our practice assists entrepreneurial professionals with the complexities of wealth management. We uncover intriguing investment opportunities while helping to mitigate the risks inherent in business ownership. We believe traditional diversification is insufficient risk management in this developing economic reality. Alternative diversification methods offer an opportunity to achieve financial independence with less overall portfolio risk. Though diversification and asset allocation do not guarantee profit nor protect against loss in a declining market, we utilize these methods to help manage risk.
Our Firm
We are a referral-only, independent financial advisory firm based in Brookfield, Wisconsin. Our depth of analysis combined with a design-first approach yields unmatched results for a selective set of individual and professional clients nationwide. We manage assets for entrepreneurial professionals and their families.
La Bri Group Delivers:
- Broader Perspective
- Individualized Solutions
- Proactive Partnership
- Independence and Transparency
- Innovation and Passion
Are You?
Securities offered through First Allied Securities, Inc. Member FINRA/SIPC
Advisory Services offered through First Allied Advisor Services, Inc.
Check the background of this investment professional on FINRA’s BrokerCheck
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.
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