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.
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.
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.
What I'm reading now...The Name of the Wind by Patrick Rothfuss email Karen
What I'm reading now...Avenue of Spies by Alex Kershaw email Liz
What I'm reading now...A Place at the Table by Bruce Bawer email Diane
What I'm reading now...The Founding Fish by John McPhee email Jen
What I'm reading now...Ghost Rider: Travels on the Healing Road by Neil Peart email Charlie
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 …More