Wealth Management

Bryson Wealth Management has a wide variety of products and services to help you protect your wealth and manage your risk.

Our Bryson team is committed to creating a personalized financial plan based upon the needs and objectives of each individual client.

With over 30 years of experience and a highly motivated team of individuals, we strive to grow and protect your wealth while managing risk, providing only services that are well suited to you. We are advisors in the areas of estate planning, insurance products and annuities, and other services tailored to each individual.

 

We invite you to check the background of Bryson Wealth Management investment professionals on FINRA’s BrokerCheck

What We Provide

Investment Selection & Monitoring

We monitor all plan investments quarterly based on a 12-point scale that takes qualitative and quantitative fund data into account. Our team replaces any investments that are not performing to keep your plan compliant.

U

Audit Assistance

For plans with 120+ employees subject to an audit, Bryson Financial can assist in engaging an auditor and support you through year end audits by guiding you through the process.

z

Bilingual Participant Education & Support

We offer Spanish speaking staff to provide detailed education and plan information for your bilingual employees. We provide education materials and schedule one on one or group meetings with your staff.

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.

Z

Compliance Guidance

Our team stays up to date with retirement guidelines 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.

h

Plan Design Assessment

Our team can review your current retirement plan offerings and offer suggestions for improvement both for your 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 can work to integrate various vendors to create a retirement plan experience that meets all those needs.

Other 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 offers many benefits. First, it allows us to determine who, what, where, and how your assets will be transferred upon death. Second, it allows these assets to pass in the most efficient way possible. Third, it allows us to plan for expected taxation of assets by exploring alternatives that will provide cash to pay these taxes.

The process of estate planning requires different areas of expertise to work together on the legal, financial, and insurance side. With this in mind, we take a team approach in our strategy, allowing several disciplines to work together in providing products, services, and guidance in making your estate plan come to life. Bryson will create a team for you based on your estate planning objectives.

Investment Management

First, we meet with our client to gain a clear understanding of their objectives through a comprehensive fact-finding session.

Next, we leverage the varied skills of our client’s investment management team to develop a plan based on their goals.

From there, we work with our client to prioritize each strategic step of their customized plan and begin the implementation phase.

The last, and perhaps most crucial part of the process, is monitoring the plan to make sure each life-changing event is addressed, with the plan updated accordingly.

i

Insurance & Annuities

Because of our strong network of business partners, we seek to provide you with the most competitive rates on our insurance products. With our extensive list of insurance products and annuities, we can undoubtedly find one that suits your needs. Below are some of the more common types we offer:

  • Whole Life
  • Universal Life
  • Fixed Annuity
  • Variable Annuity
  • Variable Universal Life
  • Term Life
  • Survivorship Life
  • Long-Term Care
  • Disability Income
  • Key Man Insurance

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA & SIPC.  Investment advisory services offered through Global Retirement Partners, LLC dba DBA Bryson Wealth Management, an SEC registered investment advisor and separate entity from LPL Financial.