About The Bregman Rowe Group

Tailored wealth planning and investment management strategies.

The Bregman Rowe Group delivers a range of planning and financial advisory services to you, your children, and your grandchildren. We guide you on the complexities of investment management, creating an investment portfolio and selecting the appropriate securities to help create long-term growth and income aligned with your financial and personal goals. We advise you on wealth transfer and legacy planning strategies, now and for the generations to come.

We begin with an initial meeting to get to know you— your aspirations, background, and the people and things you value most. We believe that this introspection can foster a deep relationship and inform our overall decision-making. During our initial meeting, we explain our strategy and emphasize that our most important role is to protect your principal, offering the potential for reasonable growth and generating cash flow from dividends and interest.
Because investment management forms the foundation for helping you pursue your goals, our mission is to deliver BOTH return of capital and return on capital. Early in our financial services careers, we learned the value of helping to convey an understanding of the risk/reward ratio associated with investing and the proper valuation that dictates appropriate purchase prices. We incorporate these tenets into the advisory services we deliver.
Recognizing that the investment landscape can be overwhelming, we synthesize the markets, news headlines and global events to educate you and help you overcome any anxiety you may experience during market fluctuations.
We have deliberately built our team to reflect a combination of complementary skills and experience in planning, investment acumen and relationship management so we may serve you from both a quantitative and qualitative viewpoint.
>> Wealth planning
>> Investment management – Equities – Fixed income – Alternative investments – Exchange-traded funds (ETFs)
>> Tax mitigation
>> Cash management
>> Trust and estates
>> Banking
>> Mortgages
>> Lending

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Insights

Investing

What is the electric vehicle (EV) boom?

July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
Markets

Private credit: Promising or problematic?

July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Family Legacy

The 5 stages of managing a new inheritance

July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.