Individuals and Families Are in Good Hands
Brentwood Advisory fosters long-term relationships with both individuals and families providing professional, unbiased advice on a variety of topics, whether it’s for making financial decisions now or planning their future. We approach each relationship with a level of services that are uniquely suited to fit their specific needs and objectives.
Most importantly, we diligently monitor and update our clients’ plans so that they can relax and enjoy their lives, whether they have a passion for golfing, fishing, writing poetry, traveling, sightseeing, visiting family, or just getting caught up on their lives, in general.
Particularly for Women
One of our most popular targeted services is for women who are in a transition. Maybe they have just been divorced or widowed or are taking on a greater role in their households in handling financial matters for the first time. This can be very challenging, as well as emotionally draining.
Quite often, we hear women exclaim that they wish they could find someone who would answer their many financial questions without a condescending attitude. Many would like an educational experience, as well as the opportunity to work with an impartial and knowledgeable advisor. We have found that many women are natural planners and are generally willing to take the time to make educated decisions, providing they have a level of comfort in this area.
As women who have worked across many segments of the financial industry, we welcome inquiries from women, whether they have important financial needs that they have not yet addressed or those who are interested in making a change to a woman-based financial advisor.
Whatever points you are at in your life, we would like to assist you with a greater level of preparedness so that you can understand the general concepts of financial planning and investment management and identify the "red flags" indicating mismanagement or misinformation.
Our Expertise is to Serve Your Needs
We all can benefit from other’s expertise. Our expertise is across the board in many different areas of financial planning. We pride ourselves on our listening skills, our compassion for our clients’ needs and goals, and on our strategic capabilities in working together, on a team approach, with others who advise them.
Overall, it’s your choice. You have to choose someone who you feel good about, who can serve your needs with confidence and capability; someone whom you can trust.
Should you have any questions, we welcome your inquiries. Brentwood Advisory Group is here to serve your needs, now and into the future.
Think of me as your personal CFO.
Clients who have especially benefited from our services:
Who: Boomers and others already established with $500,000 or more in investable assets and/or six figure, plus, incomes,
Why: You are now goal – oriented & may have done some planning but you need help with managing new goals that have come along or are on the horizon. You are unsure of what decisions to make and don’t want to make the “wrong ones” that could impact your nest egg especially into retirement.Learn more
Who: Widow/Widower, Divorcee, Couples Who Don’t Have Strong Financial Skills, Young Professionals on a Rising Career Path
Why: You are successful in your career and have acquired assets but don’t have the time or knowledge to manage them yourself. You need direction and management of your Financial services and assets.Learn more
Who: Successful but busy professionals, business owners, creative professionals, and those with a nest egg that needs to be protected.
Why: Active, educated, and highly-successful people with limited time but a strong interest in protecting and managing their assets.Learn more