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
Learn More
Insights
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.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 Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.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 NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now