be confident that you’re in the best hands — with your best interests always top of mind.

As a Brinton Eaton client, you receive a high level of service from the very first handshake. We partner you with your own skilled, experienced and integrated team of financial planners, investment advisors, and income/estate tax professionals, to help you meet your current and long-term goals.

While each member of your advisory team is a highly qualified professional, our greatest strength comes from combining our varied skills and expertise. This team approach puts a full suite of services within easy reach, with at least two seasoned professionals available to respond to your needs at all times.

The integration of financial planning and investment management is a fundamental organizing principle at Brinton Eaton. We spend a great deal of time getting to know all there is to know about your financial picture — what are your assets, liabilities, expenses, sources of income, tax situation, family circumstances, lifestyle and aspirations? With this information in hand, we develop lifetime cash flow projections, examine a multitude of possible financial and life scenarios, and work closely with you to develop your long-term financial plan.

Your plan is not a one-time exercise, or a lifeless document — it’s an ongoing process we continually monitor for you, and update with you, throughout our ongoing relationship. Our relationship may cover such areas as:

• Financial planning
• Income/estate tax strategies
• Investment management
• Legal strategies
• Family office