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
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowNavigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read NowWhat is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read NowHow to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now