Explore a series of use cases highlighting how Brinker Capital Wealth Advisory helps advisors and their clients work toward their financial goals through our Discover, Design, Deliver process, including:

  • Multi-goal planning around tax efficiency, retirement planning, and asset protection.
  • Proactive tax management for unrealized gains, asset location, and optimization.
  • Dedicated portfolio management support for retirement income planning, purchase of new home, and securities-based line of credit.
  • Trust and partner services for charitable remainder trust guidance, life insurance, and Monte Carlo simulation.

You’ll walk away with actionable examples of how Wealth Advisory can support your client’s needs and your firm’s growth.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.

Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor does not render tax, accounting, or legal advice.


Compliance Code: 0 2 1 0, Brinker Capital Investments, January 29, 2024