
Build Wealth & Improve Tax Efficiency
About Us
Briddell Capital works with clients who are in need of business management services. Most individuals, businesses, and organizations require a unique and custom approach to financial and business management.
Our business managers work with high-net-worth individuals, family offices, and businesses from a variety of industries. From entertainment, health care, agriculture, technology and even fashion to food and beverage, our expert team understands your industry and is ready to steer you toward your goals.
We work with many startup businesses from the ground floor helping with compliance, insurance, operations, accounting and business funding. We prepare companies for the growth they are reaching for.
As a boutique Business Advisory firm with a heavy emphasis on qualified planning. We focus on building, protecting, and preserving businesses in a tax efficient manner by implementing insurance and investment solutions for group benefits, retirement plans, investment planning, business succession and estate planning. We strive to help business owners have a better understanding of the true value of their business so they can prepare for the different opportunities and obstacles they may face.
​​​​​
business planning
Business Valuation
Succession & Exit Strategies
Executive Benefits
Employee Benefits
Qualified Plans
Key Employee Retention
​
Personal planning
Life Insurance
Disability Income Insurance
Investments
Trust Services
Individual Retirement Accounts
Families With Special Needs
Long Term Care
​
Medical
prOfessionals
Protect Your Specialty
​
Our team of experts specialize in finding the right contract for our physician clients based on specialties, gender, discounts available and more.
Business
Consulting
Helping businesses improve their operations and achieve their goals