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Brent Armstrong

Wealth Management Advisor, Partner

Weatherly Asset Management

United States, California, San Diego

About Me

Brent Armstrong has been a part of the Weatherly crew since 2007 and became a Partner in 2015. He looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations. Brent is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts. As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts

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Profile Information

Wealth Management Advisor, Partner

Weatherly Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

Sep 16, 2024

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