Brett Power, CFP^®, CFA^®, MBA Wealth Manager
Power Wealth Management

Financial Services

Portfolio Management

We begin by learning your unique story, to fully understand your objectives. This enables us to craft a personalized investment policy statement and ultimately construct a portfolio for you, along with other recommended solutions. We monitor the performance of your accounts and have regular ongoing communications with you, including in-person meetings, to help ensure that the progress of your investments remains aligned with your goals. Risk is the one constraint that all investors have. We believe an investors reward should be proportionate to the amount of risk their portfolio takes on and that long-term returns are best achieved by managing risk through a diversified strategic asset allocation. We strive to construct portfolios with an awareness of the origins of risk. This knowledge informs our decision-making and ensures our guidance is intentional.

Retirement Planning

Beginning with an in-person meeting, we take the time to know you and your family  your current needs, the personal values that drive your decision-making, your near-term goals and your long-range aspirations. We look at all of this within the context of your family dynamics. We conduct an in-depth analysis of all your assets, to fully identify your opportunities, aiming to avoid all unnecessary risks and exposure. We present to you a thorough and thoughtful set of recommendations that constitute an integrated plan for tax optimization, retirement planning, risk mitigation and other solutions determined by our discovery conversation and wealth analysis.

Wealth Management

We take great care in helping families, individuals, and organizations, preserve the assets they have attained over a lifetime  or generations  of hard work and sacrifice. We work with them to simplify the complex and burdensome investment and wealth planning decisions that carry such significant responsibility. We recognize the effort that goes into achieving success and the implications of not protecting it.

Tax Advice and Services

Understanding the impact of taxes on one's financial plans cannot be overstated. At Power Wealth Management, we spend considerable time and energy evaluating investment changes, income strategies, and retirement plans in the context of their tax impacts. We review each client's tax return and look for opportunities to minimize or mitigate taxes now or in the future.