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Who We Serve

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We serve a limited number of clients with highly personalized wealth advice to help them accomplish their version of financial success.

We work with families that are looking for a partner to help them with all aspects of their financial lives.

We seek clients who share our commitment to long-term, goal-based planning, and we measure our success by our ability to help our clients achieve their financial objectives.

HOW WE'RE DIFFERENT

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Knowledgeable

We continually strive to improve our knowledge of the industry, the markets and the financial planning topics that matter most to our clients. We take time to explain our recommendations in order to ensure you are comfortable and confident with all decisions.

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Principled

We continually strive to improve our knowledge of the industry, the markets and the financial planning topics that matter most to our clients. We take time to explain our recommendations in order to ensure you are comfortable and confident with all decisions.

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Credentialed

Financial advice is only as good as the learning, knowledge and expertise behind it. That is why Brett has earned multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER TM designation, the Certified Investment Management Analyst® designation and the Chartered Retirement Planning Counselor designation.

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Committed

Financial advice is only as good as the learning, knowledge and expertise behind it. That is why Brett has earned multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER TM designation, the Certified Investment Management Analyst® designation and the Chartered Retirement Planning Counselor designation.