Smith, Philip Agt

La Bri Group is an independent financial advisory firm based in Brookfield, Wisconsin, specializing in wealth management for entrepreneurial professionals and their families. With a focus on high-net-worth services and retirement plan consulting, they offer a proactive partnership, delivering individualized solutions and a broader perspective to help clients achieve financial independence with less overall portfolio risk. Combining traditional values with an innovative approach, La Bri Group utilizes alternative diversification methods to uncover intriguing investment opportunities while managing the risks inherent in business ownership. Their depth of analysis and design-first approach strive for unmatched results, making them a trusted choice for a selective set of individual and professional clients nationwide.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.