Greenbrier Capital Management, PLLC

We understand that financial planning is about more than numbers.

 

At Greenbrier Capital Management, we focus our time and talents on a select group of individuals to whose lives we can bring extraordinary value. We serve as family wealth managers to women with inherited wealth and couples who have grown their financial wealth significantly through the ownership of a business. Our clients often come to us for guidance and partnership during transitional times – loss of a parent or spouse or the potential or recent sale of a family business.
 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

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