With over 25 years of experience in the financial services industry, Brett advises clients on their overall wealth management. The applications of his investment expertise include: Investment management;

Investment policy statements; Asset allocation and portfolio rebalance; Broad economic and market analysis; Financial and cash flow plans; Wealth preservation strategies. Focusing on relationships, Brett helps clients make financial decisions that support their goals and lifestyles. He is active in searching for new investment opportunities and keeping up with changing market environments. Brett has served as primary financial advisory to high net worth individuals and families, non