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®
Partner
FIVE STAR Wealth Manager Award as seen in Boston magazine: 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010*
More than 30 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
email BobMike Houghton
Partner
More than 30 years of experience
BA (Bachelor of Arts, Business Management)
Top 5 Values
Family, Health, Competence, Creativity, Integrity
email MikeRebecca Schrumm, CFP®
Partner
More than 15 Years of Experience
BA (Bachelor of Arts in International Relations and German)
Top 5 Values
Family, Integrity, Relationships, Meaningful Work, Independence
email RebeccaChris H. Davis
Advisor
More than 10 Years of Experience
BA (Bachelor of Arts in Communication Studies)
Top 5 Values
Health, Family, Stability, Ethics, Meaningful Work
email ChrisOur 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.
Forget Minecraft. We played Wall Street Survivor!
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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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