SEC CRD #801-120407
Home | Brick House Strategic Wealth 267-753-7066 Build Your House of Bricks "By failing to prepare, you are preparing to fail." -Benjamin Franklin Who We Work With Welcome to Brick House Strategic Wealth Brick House Strategic Wealth is an independent Registered Investment Advisor (RIA) headquartered in Newtown, PA. We specialize in delivering professional, responsible asset management and comprehensive planning to our clients. Our firm is dedicated to providing a life-centered, turnkey approach to wealth management, with a dual focus: business owners seeking clarity and control over their endgame, and individuals navigating major life transitions. We believe in cultivating long-term, multi-generational relationships helping our clients pass on not just their financial wealth, but the values and vision that built it. At Brick House Strategic Wealth , we offer comprehensive family office services that go beyond traditional asset management. We re honored to be the first call our clients make when life presents tough decisions or even when they re unsure of where to turn. This is a responsibility we embrace with seriousness and care. Supporting families in evaluating their options and executing relentlessly on the next best step is the essence of what we call Building Your House of Bricks . Our Model Client Ready For Retirement? If you believe you could benefit from working with a financial professional, let s review your portfolio, financial trajectory, and goals to see if you
ROBERT MACAULAY
CHIEF COMPLIANCE OFFICER
๐ (267) 753-7066
๐ Sign up for free to view key contact information
Sign up free โThis profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$722M
Location
NEWTOWN, PA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.