BRYSON
WEALTH MANAGEMENT
Bryson wealth management has a wide variety of products and services to help you protect your wealth and manage your risk
THE BRYSON WOW PROMISE
We take pride in our special brand of client service. We call it the WOW promise—combining personal touch, accountability, responsiveness, resolution, intellectual capital, and delivering value—we invite you to read our promise. It’s who we are.
We are here to help!
We are known for developing personal relationships and our responsiveness, Strategy drives our approach to reducing costs and business solutions
Our Bryson team is committed to creating a personalized financial plan based upon the needs and objectives of each individual client.
With over 70+ years of combined experience, our team brings deep expertise to both employer-sponsored retirement plans and the wealth strategies of our individual and business owner clients.
Whether you’re exploring ways to strengthen your company’s retirement plan or refine your personal wealth strategy, we take a hands-on, consultative approach, designing solutions that align with your goals.
We invite you to check the background of Bryson Wealth Management investment professionals on FINRA’s BrokerCheck.
SERVICES WE PROVIDE
INVESTMENT SELECTION & MONITORING
We monitor plan investments using a 10-point scale that combines both qualitative and quantitative factors. Underperforming investments are identified and replaced to keep your plan aligned with its goals and fiduciary standards.
AUDIT ASSISTANCE
For companies whose plan requires an audit, we assist with engaging auditors and navigating year-end audits, offering guidance, documentation support, and compliance insights throughout the process.
BILINGUAL PARTICIPANT EDUCATION & SUPPORT
Our Spanish-speaking professionals deliver tailored education and plan information to support your bilingual workforce. We offer one-on-one and group sessions, along with culturally appropriate materials.
BENCHMARK / COST ANALYSIS
Our team partners with various recordkeepers to ensure your plan costs are competitive and that you have a full understanding of plan fees.
COMPLIANCE GUIDANCE
Our team stays current with regulatory framework such as ERISA, The SECURE Act, and CalSavers and will monitor your plans to make sure you are up to date on state and federal requirements.
CONVERSION & INSTALLATION ASSISTANCE
Whether you are starting a new 401(k) plan or switching recordkeepers, our in-house experts will partner with you for a smooth transition. We will walk through the entire process with you through regular updates to make sure you feel confident in your 401(k) plan’s design and implementation.
PLAN DESIGN ASSESSMENT
Our team can review your current retirement plan offerings and offer suggestions for improvement both for you and your employees so you can make sure your plan is serving you as best as possible.
VENDOR SELECTION
We partner with various recordkeepers, third-party administrators, and payroll providers to provide exactly what you need from a retirement plan. After getting an understanding of your company’s needs, we work to integrate various vendors to create a retirement plan experience that meets all those needs.
ADDITIONAL SERVICES
We offer many other programs to assist you in growing and protecting your wealth and managing your risk such as customized solutions in business continuity planning, providing key employees with disability income, and reviewing buy-sell agreements for your business. These are only some of the common programs we offer. If there is something more specific that you are looking for, we will strive to find a solution that works for you.
ESTATE
PLANNING
Estate planning is more than document prep, it’s a strategic effort to pass assets efficiently, minimize taxes, and preserve your legacy. We bring together experts across legal, financial, and insurance disciplines to craft a holistic estate plan. Your Bryson team will be assembled based on your goals, ensuring seamless coordination and clear execution. *Tax and legal services are not offered by Bryson Wealth Management, LPL Financial or affiliated advisors.
INVESTMENT MANAGEMENT
Our investment process is structured yet highly personal:
1. Discovery — We begin with an in-depth conversation to understand your financial life.
2. Design — Our investment team crafts a strategic plan aligned with your risk tolerance and goals.
3. Implementation — We work side-by-side to execute the plan, step by step.
4. Monitoring & Updates — As your life evolves, we review and adjust your plan to stay on course.
INSURANCE & ANNUITIES
We leverage a vast network of carriers to offer competitive and relevant insurance products. These include: Whole life, Universal Life, Fixed & Variable Annuities, Term Life, Survivorship Life, Variable Universal Life, Long-Term Care, Disability Income and Key Person Insurance.
Whatever your needs, we aim to match you with the right protection at the right value.
Founded in 1969, we credit our longevity to a simple principle
50 years and stronger than ever! We are extremely proud of our legacy. Not many businesses can claim such a lasting history. Sure times have changed. However, there is one simple principle that has served us well as we march into our 6th decade – treat the client’s business as if it were our own.
Business owners and management teams appreciate the Bryson approach because we understand the challenges in running a business in today’s complex world. With our strategic approach and a focus on cost reduction, we turn benefits and insurance into a competitive advantage.
OUR CLIENTS SAY IT BEST
Reducing Costs for Private Equity
Other firms often avoid discussing costs, focusing instead on “adding value” and their firm’s size. At Bryson, we prioritize cost-effectiveness, understanding the unique needs of private equity firms, including cash flow, profitability, and enterprise value.
Our expertise lies in delivering creative insurance strategies, comprehensive due diligence, and risk management solutions tailored for the private equity industry. We assist with pre-transaction diligence, transaction risk, portfolio cost reduction, and partner retirement planning.
As a trusted partner, we align with your goals to ensure you never overpay for insurance.
