The roots of BRC Wealth Management trace to its Founder and Managing Partner, Julien B. Booth.
Julien founded Forest Capital in early 2004 after finding the underlying incentives of traditional banks and investment brokerages conflicted.
Forest Capital founding principles are dedicated to being durable, including the importance of value and underlying credit quality, the imperative of income, and the reduction of frictional expenses.
A long partnership over the past 13 years with Bernard Robinson & Co. evolved into a re-branding of Forest Capital into BRC Wealth Management in late 2019.
This new wealth management branch will allow BRC to offer financial advisory services to its clients, a business line that has been the top driver of growth in the top CPA firms over the past decade. We are excited to be able to offer advisory services to our clients.