Asset Management
Whether you’re working on a short or long timeline, or have a high or low risk tolerance, Brandon can offer you an investment approach that aims to utilize your assets. After talking through the various options available to you, he’ll use your objectives and circumstances to identify and execute an investment plan that pursues alignment with your values and goals.
Financial Planning
Whatever your financial goals are, planning is essential in helping to make them a reality. By taking into account your personal situation, Brandon will work with you to create a plan that is unique to you. He’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, he’ll help you build and carry out a highly customized plan and provide ongoing monitoring to identify changes that need to happen along the way.