All journeys begin with planning.  We start by understanding your current situation, by discussing your needs and time horizon, and by helping you dream about where your journey could take you.  Together we will create financial plans to pursue your goals - whether it is travel, improving your lifestyle, retirement, college for your children or grandchildren, or leaving a legacy.

Implementation is the next step in financial planning.  We will interpret the market signs along the way. 

You can expect us to provide thoughtful, carefully researched decisions, and to keep your best interests in mind. We use a similar approach in selecting the service providers we use to help meet your financial objectives. Providers selected include Fidelity Institutional Wealth Services.

BR Mortgage was founded in 2004 with the idea that managing what you owe is just as important as managing the investments you own. In 2010, BR Mortgage became a branch of Prestige Home Mortgage. Through Prestige we offer a wide range of real estate lending programs including:

Residential Real Estate Lending

Reverse Mortgages

Services for realtors.

Mortgage and Real Estate Services as a benefit for your corporation or association.


BR Capital can help you reposition real estate investments for potentially greater income and less worry, while minimizing capital gains taxes.

At this stage, we will continue to help you enjoy retirement, donate to church or other charities, help your loved ones with their journeys, and consider how you will leave a lasting legacy.

© BR Capital, Inc. 2010 All Rights Reserved.