Jim & Ines
College Financial Services &
Budget Office Professionals, Parents
Those who come to us for financial guidance are from all walks of life.
But they share a common perspective - they understand that money is simply a means to an end, not an end in itself.
Ken & Marisa
Business Owners & Global Educators, Parents
You may feel at home with Brandt Wealth Advisors if you are:
- Ready to explore what makes you happy.
- Courageous enough to embrace change.
- Open to learning how best to support your goals.
- Resilient enough to ride out the unexpected.
Jamie & Shooby
Writer, Mom, Marketing Artist,
Animal Lover
Can you approach financial planning with an open mind and a willingness to trust the process? In return, your relationship with Brandt Wealth Advisors will help give you the confidence
that comes from knowing you’re planning toward a secure
future for yourself and your family.
Financial Confidence
You can pursue a life that's free from financial worry. Our experienced advisors will:
Show you how you can work towards your personal financial goals with a realistic plan that respects your priorities, life experiences and comfort with risk.
Guide you over a lifetime of financial ups and downs, updating your plan regularly to reflect changing circumstances.
Mediate conflicting money habits that sometimes play out within couples and families, so all are heard and respected.
Emotional Confidence
Once you begin to see your financial future take shape, you can relax knowing:
We understand your hopes and fears. Trust us when we say you’re not the only one who feels unsettled by the emotions that money can stir up.
You are an equal partner in the process. Our transparency ensures your alternatives are clear so you can make informed choices.
You are taking steps that will allow you to live the life you want to live.