BURGOS & BREIN WEALTH MANAGEMENT

Overview

Burgos & Brein Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. Its advisory scope emphasizes financial planning and the selection of outside advisers for clients, and the firm also operates as an insurance broker. The firm identifies itself as a capital allocator, meaning it places client capital with external managers rather than solely managing all assets in-house. The firm’s fee approach includes hourly charges plus other fee arrangements. It does not list ESG investing as an active priority and is not registered as a multistate adviser. Industry ties include an affiliation with an insurance company, which aligns with its brokerage activity around insurance products.

Assets & Accounts

Investments & Alternatives

Location & Offices