Managing your wealth isn't supposed to be a burden. You deserve to enjoy life confidently! Our independent, "Fee-Only" fiduciary structure, team approach, and high caliber of wealth management experience delivers confidence and freedom for you to do just that, enjoy life. Schedule your 30-minute complimentary phone call and find out how we can help you confidently enjoy life!
Services
Brian has owned and operated an independent advisory firm since 2009. He brings over 15 years of experience providing comprehensive financial planning and investment management to high net-worth individuals and families within the community. He takes a personalized approach as he educates clients to understand and implement investment strategies that are consistent with their life goals.
Individual investments and the markets fluctuate over time, and as our clients personal wealth manager we are proactively guiding them. This involves collaboration between our team, our client and their outside professionals such as their accountants and attorneys. Maintaining the trust and confidence of our clients is a high priority.
The old way of assessing risk by stereotyping investors with subjective semantics, simply doesn't work. The Smart Investor uses sophisticated technology built upon a Nobel Prize-winning framework to align their investment portfolio's risk within their comfort level. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.
Reviews (1)
Grant G.
Jun 21, 2019
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My wife and I own a business and some real estate and want to retire in a few years. Brian and his team met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.
