It's not just your money. It's your life.

Value statement

With more than 50 years of combined investment experience, The Brierton-Scholl Group advises individuals, institutions and businesses in developing a cohesive, customized plan for accumulating, managing and protecting wealth. We pride ourselves on building long-term relationships based on knowledge, integrity, trust and mutual respect.
 

Core beliefs

  • Good wealth planning starts by looking at the whole picture.
  • Each client has unique and special goals and circumstances, and should be treated as such.
  • Investment recommendations should be based solely on what’s best for the client.
  • Clients deserve regular, proactive communication from their financial advisors.
  • Superior service is not a motto, but a mandate.

Weekly email market updates

We send weekly market updates by e-mail with timely and actionable market information.  If you would like to receive weekly updates via e-mail please click here.

401(k) Plan reviews for employers

As a Plan Sponsor, when is the last time you benchmarked your 401(k) plan against other companies of the same size and the same industry as you?

Are you confident your retirement plan is up to par with the latest plan feature trends? Are your employees satisfied with it?

Here are three compelling reasons why a benchmarking review is in order:

  1. 401(k) plan design features have improved drastically compared to older plan designs.
  2. Costs of 401(k) plans have decreased due to the competitive marketplace and fee disclosure rules.
  3. As a fiduciary you have an obligation to regularly review and monitor your plan.
 
We welcome you to experience The Brierton-Scholl Group difference for yourself. Contact us today to set up a meeting.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Our Team

Team photo

Learn more about The Brierton & Scholl Investment Group.

 

Latest Insights

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 | RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Read more
Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 | RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Read more
Young woman on her phone on her laptop with boxes behind her

Key items to consider when you own a business

Nov 18, 2025 | RBC Wealth Management

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

Read more