Brett has over 15 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals.
Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Brett and his wife, Lindsey, live in Milton with their two daughters. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.
The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.
|States Licensed in:||GA|
|Work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning|
|Can meet clients in the following ways:||Your Home, Our Offices, Video Conference, Our Office, Your Office, Via Email, Via Phone|
Compensation and Fees
|Compensation Methods:||Based on Assets, Flat Fee|
|Organization:||Alpharetta Chamber of Commerce Alpharetta Georgia|
|Position :||Board Member|
|Duration :||01/01/2021-Currently holding|
|MBA - Finance||
Georgia State University - Atlanta, GA
|Bachelors - Economics||
University of Georgia - Athens, GA
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.
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.
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.
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|While our office is located just south of downtown Alpharetta||we serve clients all over Georgia and the southeast. We are well equipped to provide our full service offering to clients regardless of their geographical area.|
Chartered Retirement Planning Counselor (CRPC®)
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CFS, Accredited Wealth Management Advisor(AWMA)
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