At BRG Financial, LLC, investment and asset management is the main pillar of our business. We manage client accounts on a discretionary basis and prioritize client interest through our fee-based structure. By being entrusted to be your investment and asset manager, we recognize that the success of our clients aligns with our performance as a business. Although our business follows an asset management model, there are still many overlaps with financial planning that we guide upon. Additional areas include college planning, insurance, budgeting, inheritances, tax efficient investment strategies, and more. In essence, BRG acts as a financial planning consultant when you sign up for investment and asset management services. Lastly, retirement planning is a core service BRG provides to clients. Specifically, our business works with a wide range of clients from young adults just graduating from college to retired individuals taking distributions.

The world of whiskey investment has traditionally been accessible only to industry insiders. Our mission is to provide everyone with the opportunity to be part of this once exclusive market. The Cask Collective specializes in sourcing, purchasing, and managing barrel aged spirits. Our model provides an opportunity for individuals to become not only investors of, but owners of barreled bourbons. We have collaborated with US distilleries to purchase barrels at the lowest competitive prices.