You are unique and so is your financial situation

At Assante Wealth Management, we work with you to protect and enhance your wealth. We are here to ensure you, your business and your family are well taken care of, now and in the future.  As your trusted advisors, we take a holistic approach to see the complete picture.

Services offered by The Briske Financial Group

When we work together, you will receive truly integrated wealth management services that are professional, methodical, and firmly rooted in understanding your personal needs.  As your dedicated Assante Advisors, we can help you define your current financial situation and future goals, and implement a personalized plan to:

  • Grow and protect your wealth with a customized investment portfolio.
  • Maximize all aspects of your net worth with proactive tax management.
  • Secure your future with holistic wealth planning advice and direction.
  • Preserve and enhance your legacy through comprehensive insurance strategies & risk management solutions.


For market-related commentary, check out CI Investments podcasts: https://ci.com/en/podcasts