Wealth Management

Wealth Management with Brickell Global Markets
Brickell Bank offers Wealth Management services to its Private Banking clients through its own broker dealer, Brickell Global Markets, Inc.

Our Wealth Management Services include:

  • Strategic Asset Allocations
  • Investment Planning
  • Portfolio Analysis

Our Business Responsibility
The mission of our Wealth Management team is to help clients manage complex financial needs for themselves and their future generations.

Our Approach

Our Client-Centered approach welcomes your active participation in the decision-making of your investment plan.  You can expect regular interaction with your Financial Advisor as we apply a proprietary 3-step process to Wealth Management that yields tangible benefits at each step.

Our Team
Our Wealth Management professionals work for you in dynamic collaboration to develop a comprehensive understanding of your financial objectives and risk profile, thus ensuring that a robust and fulfilling solution is achieved.

Why Choose Brickell Bank?

  • Dedicated Advisors handle investments and banking relationships
  • Quality advice from a team of experienced professionals
  • Open architecture investment platform to access the best investment solutions that are suitable for your needs
  • Online access and trading capabilities

Investment products offered through Brickell Global Markets, Inc.® and Insurance products offered through Brickell Global Insurance, Inc.® Not FDIC Insured – Not a deposit or other obligations of, or bank guarantee by Brickell Global Markets, Inc.®, Brickell Global Insurance, Inc.® or Brickell Bank® – subject to investment risks, including possible loss of the principal amount invested..  Member FINRA/SIPC