Before we make recommendations regarding your investments or wealth planning, we will devote the time to get to know you and your family, business or practice in depth.
Once we have a sound understanding of your goals, needs, fears, wealth structure, time horizon, liabilities and preferences, we are well positioned to build a tailored portfolio and comprehensive Wealth Plan to address them. We are also available to help you make pragmatic financial decisions that can help you achieve your vision of success.
We can address your priorities by helping you to:
Rick J. V. Brenneman, QAFP®