Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Brunswick Wealth Management, LLC we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.