The Embrescia Management Group is a family owned and operated investment advisory firm specializing in helping families reach their desired futures. Comprised of tenured and highly trained financial professionals, we actively assist our client families, develop, implement, and help them achieve their lifetime dreams, financial goals, and objectives.
Our philosophy is simple; treat clients like they’re our family. Our personalized strategies take a holistic approach encompassing the delicate combination of professional portfolio management, estate planning, and legacy discussions. This approach starts with a unique guided discovery process where we listen to our clients, regarding their dreams, goals and desired outcomes. We then work with our experienced team to review these desires as we work to create a more meaningful and purposeful plan involving clients’ investment portfolios, estate plan, and legacy documents. This important process typically exposes gaps and contradictions in client’s dreams and plans and uncovers inconsistencies with their financial goals and objectives.