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BrokerCheck

    About Us

  • Our Team
  • Our Clients
  • FAQs

    What We Offer

  • Retirement Planning
  • Estate Planning
  • Planning for Unexpected Death or Disability
  • Extended Care Planning
  • College Planning
  • Tax Strategies

    Our Approach

    Blog

    Contact

Client Login
Client Login

Contact Us | Phone: 978.358.8153 | 7 Prince Place, Suite 202, Newburyport, MA 01950

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through NewEdge Advisors, a registered investment adviser. NewEdge Advisors and Brandt Wealth Advisors are separate entities from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DC, FL, IL, MA, ME, MN, NC, NE, NH, NY, PA, RI, SC, TX, VT.

Clients shown were selected to provide a sampling of the variety of life stages, occupations, and locations represented in our client base. It is not known whether the listed clients approve or disapprove of the advisor or the advisory/brokerage services provided.

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