At Brandt Wealth Advisors, our culture of compassion begins at the top.

It’s our mission to support our clients for a lifetime, while delivering an uncommon level of client service each day.

Bob Brandt, CFP®

CERTIFIED FINANCIAL PLANNERTM

FIVE STAR Wealth Manager Award as seen in Boston magazine: 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010*
More than 25 years of experience
MSW (Master of Social Work)
MPA (Master of Public Administration)
CLTC (Certified in Long Term Care Planning)

*Awards for 2017, 2016, 2015, 2014, 2013 and 2012 were based on 10 objective criteria...

*2012-2017 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

Top 5 Values

Integrity, Family, Meaningful Work, Health, Education

What I'm reading now...

Saving Capitalism For the Many Not the Few by Robert Reich

email Bob

Mike Houghton

Financial Advisor

Top 5 Values

Family, Health, Competence, Creativity, Integrity

What I'm reading now...

Roosevelt and Churchill: Men of Secrets by David Stafford

email Mike

Our Staff

Our experienced team has the technical skills and perspective to support you on your financial journey. But most importantly, each of us is here to listen and help.

Karen Klein Brandt

Marketing Director

What I'm reading now...

The Name of the Wind by Patrick Rothfuss email Karen

Liz Kray

Client Service Manager

What I'm reading now...

Avenue of Spies by Alex Kershaw email Liz

Diane West

Administrative Assistant

What I'm reading now...

A Place at the Table by Bruce Bawer email Diane

Jen Colby

Administrative Assistant

What I'm reading now...

The Founding Fish by John McPhee email Jen

Charlie Waite

Planning Software Analyst

What I'm reading now...

Ghost Rider: Travels on the Healing Road by Neil Peart email Charlie

Come in and get to know us in a free consultation.

Talk to us

Forget Minecraft. We played Wall Street Survivor!

ARTICLE

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

ARTICLE

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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