Brio Wealth Solutions

Brio Wealth Solutions Integrity at the Heart of Guidance and Financial Independence It’s not just a name; it’s our goal. You can locate us in Midland & Austin, TX.

Welcome to Brio Wealth Solutions, founded by Wayne Rogers, where your financial and personal well-being is energized with our commitment to your success. Our journey began with a simple, yet profound vision: to redefine wealth management, in our client’s eyes, by integrating the zest of life into every financial strategy. ‘Brio’, an Italian term for vigor and vivacity, perfectly encapsulates our a

pproach to financial advising. Our mission is to help to empower you to achieve your financial goals with confidence and clarity. We aim to help create a world where managing your wealth is not merely a transaction but a holistic journey towards health, wealth, and happiness. We are dedicated to infusing your financial goals with the same vigor and passion as the principles that led to our founding. Let’s discover your financial passion. Visit www.briowealthsolutions.com to learn more.

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Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer
and investment advisor, member FINRA/SIPC. CA Insurance License #4286258

Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Executives know the importance of strategic planning in business, but what about your personal financial strategy? Worki...
10/15/2024

Executives know the importance of strategic planning in business, but what about your personal financial strategy? Working with a financial professional can provide the insights and strategies you need to navigate complex financial decisions, mitigate risks, and work towards long-term financial goals.

10/14/2024

Retirement – 𝙩𝙝𝙚 𝙜𝙤𝙡𝙙𝙚𝙣 𝙚𝙧𝙖 𝙮𝙤𝙪’𝙫𝙚 𝙗𝙚𝙚𝙣 𝙨𝙖𝙫𝙞𝙣𝙜 𝙛𝙤𝙧. But what happens when it’s time to start spending that hard-earned nest egg?

Psychologically, it’s a huge change. For decades, you’ve trained yourself to build up assets, but now you’re expected to draw down on these funds and live your life to the fullest.

First and foremost, it’s important to remember that your retirement savings were always meant to be spent. Your savings aren’t just a scorecard. They exist to help you live your best life.

Travel to dream destinations, explore different cultures or indulge in hobbies and passions that were previously put on hold due to work commitments. Invest in personal growth – enroll in classes and workshops that can enrich your knowledge and skills.

Remember that retirement is about more than money. It’s about the freedom to explore, to enjoy, and to live life on your own terms. After all, isn’t that what you’ve been saving for?

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This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.

10/11/2024

In today’s politically charged environment, it’s tempting to let your beliefs sway your investment choices. But history reminds us to draw a clear line between politics and portfolios. Here’s why:

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗗𝗼𝗻’𝘁 𝗣𝗹𝗮𝘆 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝘀: Whether under Democratic or Republican leadership, we believe market growth is driven more by global economic events and innovations than by politics.

𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝗻𝗴 𝗣𝗼𝗹𝗶𝘁𝗶𝗰𝘀 𝗶𝘀 𝗮 𝗚𝗮𝗺𝗯𝗹𝗲: Even a party with a clear agenda can’t guarantee every policy’s ex*****on, and unforeseen events can change the course overnight.

𝗞𝗲𝗲𝗽 𝗘𝗺𝗼𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗖𝗵𝗲𝗰𝗸: Political-based investing can lead to impulsive decisions, potentially missing out on valuable opportunities.

𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗳𝗼𝗿 𝗦𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆: A balanced portfolio, spanning sectors and regions, can prepare against the unpredictability of politics and economies.

𝗦𝘁𝗮𝘆 𝘁𝗵𝗲 𝗖𝗼𝘂𝗿𝘀𝗲: While political events might cause short-term jitters, they often have transient effects in the long run.

𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗢𝘃𝗲𝗿 𝗘𝗺𝗼𝘁𝗶𝗼𝗻𝘀: Partnering with a financial advisor gives you unbiased, objective advice that aligns with your financial goals, not political sentiments.

Prioritize sound financial strategies over political biases. When uncertain, seeking experienced advice can be invaluable.

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This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.

Your Business is More Than a Livelihood—It's Your Legacy. As a business owner, we know you face unique challenges and op...
10/09/2024

Your Business is More Than a Livelihood—It's Your Legacy. As a business owner, we know you face unique challenges and opportunities. There are a variety of questions that must be answered:

- Are your personal and business finances working together for long-term success?
- How are you protecting what you’ve built from unforeseen challenges?
- What’s your plan to help ensure your business thrives for future generations?
- Are you maximizing profits with tax-efficient strategies?

Ask your financial advisor to discuss these questions and help ensure your business and personal finances are aligned for success.

Your financial journey is personal—shouldn’t your advice be, too?
10/07/2024

Your financial journey is personal—shouldn’t your advice be, too?

Breast Cancer Awareness Month serves as a powerful reminder to prioritize your overall well-being. Taking care of yourse...
10/04/2024

Breast Cancer Awareness Month serves as a powerful reminder to prioritize your overall well-being. Taking care of yourself is essential, and early detection plays a key role in protecting your health. Make time for regular screenings and self-care—you deserve it.

Wishing a happy and healthy Rosh Hashanah to all those celebrating. May this new year bring peace, prosperity, and joy t...
10/03/2024

Wishing a happy and healthy Rosh Hashanah to all those celebrating. May this new year bring peace, prosperity, and joy to you and your loved ones. Shana Tova!

Medicare Open Enrollment is here! Now’s the time to review your healthcare coverage and make sure it fits your needs for...
10/02/2024

Medicare Open Enrollment is here! Now’s the time to review your healthcare coverage and make sure it fits your needs for the upcoming year. Whether it’s updating your plan or exploring new options, take advantage of this opportunity before the deadline.

Financial planning is about giving yourself options. Whether it's cuddly companions on four legs or a house full of lit...
09/30/2024

Financial planning is about giving yourself options. Whether it's cuddly companions on four legs or a house full of little ones, we can help you build a financial future that empowers your dream family, whatever that may look like!

Regular check-ups, a balanced diet, and exercise can prevent chronic diseases, which are often expensive to treat. Inves...
09/27/2024

Regular check-ups, a balanced diet, and exercise can prevent chronic diseases, which are often expensive to treat. Invest in your health today by making small changes along the way.

Have you thought about your retirement lately? Here’s why you should:Medical professionals often start their careers lat...
09/26/2024

Have you thought about your retirement lately? Here’s why you should:

Medical professionals often start their careers later than other fields due to extensive schooling and training. This delay can make saving for retirement even more critical. Here are some tips to work towards a comfortable future:

1️⃣ Start Early, Save More: Even if you're just starting your residency, begin contributing to a retirement account. Compounding interest works best with time, so the earlier you start, the more you can benefit.

2️⃣ Consider Maximizing Contributions: Take advantage of retirement accounts like 401(k)s and IRAs. If your employer offers a match, make sure you're contributing enough to get the full benefit—it's essentially free money!

3️⃣ Diversify Investments: Don’t put all your eggs in one basket. Spread your investments across different asset classes to help manage risk and increase potential returns.

4️⃣ Professional Advice: Consult with a financial advisor who understands the unique financial landscape of medical professionals. They can help tailor a retirement plan specific to your needs and goals.

5️⃣ Plan for the Unexpected: Ensure you have adequate insurance coverage and an emergency fund. Life is unpredictable, and having a safety net is crucial.

Compound interest might sound complex, but it’s simply earning interest on your interest. Over time, these small gains c...
09/25/2024

Compound interest might sound complex, but it’s simply earning interest on your interest. Over time, these small gains can snowball, often leading to significant growth. Consider starting early, contributing regularly, reinvesting earnings, and choosing the right investments to harness this powerful financial tool.

Address

13215 Bee Cave Parkway, Building A. , Suite 245
Bee Cave, TX
78738

Telephone

+15126316045

Website

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