Brandt Wealth Advisors is a financial planning practice that invests in your happiness as much as your net worth.
We help you plan for what you value most.
We are here to help when you are:
- Looking Toward Retirement
- Facing the Loss of a Spouse
- Thinking About a Career Change
- Facing a Health Setback
- Being Forced to Retire
- Rebuilding After a Divorce
A heartfelt commitment to helping you find financial confidence.
Cheryl & John Connery & MitziGrants Professional & City Planner, Parents, Grandparents, Dog Lovers
Melrose, MA
A heartfelt commitment to helping you find financial confidence.
Jim DeWolf & Cheryl DolanPublisher & Communications Coach, Parents
Merrimac, MA
A heartfelt commitment to helping you find financial confidence.
Donny & Lorraine LevineReal Estate Consultant &
Philanthropy Professional, Parents
Wellesley, MA
A heartfelt commitment to helping you find financial confidence.
Lisa Mead & Christine DohertyAttorney & Communications Professional
Community Volunteers, Parents
Newburyport, MA
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.
Forget Minecraft. We played Wall Street Survivor!
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This spring we welcomed seven local students to our offices for a run of Wall Street Survivor — the virtual stock market game that pulls back the curtain …
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Big Changes Coming to Social Security Planning
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Last year, Congress passed budget legislation that will dramatically change the options available to you when choosing how your Social Security benefits will be…
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