Brandt Wealth Advisors is a financial planning practice that invests in your happiness as much as your net worth.
As a fiduciary, we help you plan for what you value most.
We are here to help when you are:
- Thinking about a Career Change
- Looking toward retirement
- Newly Married
- Facing a Health Setback
- Downsizing your Home
- Rebuilding After a Divorce
A heartfelt commitment to helping you find financial confidence.
Cheryl, John & MitziGrants Professional & City Planner, Parents, Grandparents, Dog Lovers
A heartfelt commitment to helping you find financial confidence.
Jim & CherylPublisher & Communications Coach, Parents
A heartfelt commitment to helping you find financial confidence.
Donny & LorraineReal Estate Consultant &
Philanthropy Professional, Parents
A heartfelt commitment to helping you find financial confidence.
Lisa & ChristineAttorney & Communications Professional
Community Volunteers, Parents
Our approach invests in your happiness as much as your net worth.
integrity
firm adherence to a moral code and/or set of values, walking the talk
helping others
placing importance on assisting other people
family
connection to immediate or extended relations
True wealth is about so much more than money.
That's why we start with an in-depth values discovery process to ensure that your financial plan reflects your priorities and personal goals.
Our ApproachAlign Goals & Values
Set A Course
Follow Your Path
Gain Confidence
Life Happens
Review, Realign, Course
Correct
With us, you are never alone on your journey.
Our advisors are here to guide you and update your plan as life and the economy changes.
Our ApproachYour finances organized in one secure place.
With our Wealth View dashboard, you’ll see everything you own and what it’s worth. Watch your bottom line, updated daily.
Don’t Think About Finances Today.
ARTICLE
We let things slide.
We check our to-do list to see what’s most important.
Will You Be Forced to Retire?
ARTICLE
Many people have a pretty good idea of how long they want to work. You may even have a financial plan that assumes you’ll retire at a certain age.
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