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 Bob

Mike Houghton

Partner

More than 30 years of experience
BA (Bachelor of Arts, Business Management)

Top 5 Values

Family, Health, Competence, Creativity, Integrity

email Mike

Rebecca 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 Rebecca

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.

Diane West

Client Service Manager

email Diane

Jen Colby

Client Service Manager

email Jen

Teri Woodward

Client Service Manager

email Teri

Mia D’Agostino

Administrative Assistant

email Mia

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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