About the Standish-Brahim Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Standish-Brahim team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
Advisory Team
Client Services Team
In the news
Resources from our team
Blog
As a business owner, you face unique financial challenges. Unlike traditional employees, you have to consider both your business’s finances and your personal finances, as well as how they intertwine. One of the many things you can do to take control of your financial situation, sharpen your focus, and achieve lasting financial success is to create a meaningful wealth mission for yourself and your business.
Blog
Retirement is the single largest financial goal that most people will strive for, which is why it’s such an important focus in financial planning and wealth management. Whether you’re 25 or 55, it’s never too early (or too late) to start crafting your retirement plan. The more prepared you are, the better your chances of achieving a long and comfortable retirement.
Blog
Selling a business can be a challenging process, both emotionally and logistically. On the one hand, you’ve likely spent years growing your business and see it as far more than a job—it’s a part of you. On the other hand, you don’t want your emotions to cloud your judgment and impact the sale.
Blog
One of the most important challenges facing today's business owners is how to plan strategically for both the daily demands of running a business and its long-term success.
In times of rapid change, owners must navigate current economic uncertainties while laying the groundwork for a prosperous future–for yourself, your business, and your family.
Blog
You've been saving up for one year, ten years, or maybe even the majority of your working life. Now, you're at the final stretch: your retirement is just over the horizon. While it may seem like you can relax a bit because the bulk of your career is behind you, you may want to think twice.