BRENDA'S WEALTH PRINCIPLES
Invest for financial stability and longevity
Brenda builds an investment strategy based on your individual needs and goals, while also aligning with your personal risk and comfort levels. This portfolio is constructed and refined regularly to help you reach your long-term objectives and provide you a steady stream of income for years to come.
Empowerment through education
From the first introduction, Brenda’s objective is to understand your complete financial picture by learning about your values, lifestyle, and how you’d like to make your wealth work for you. Tax consequences, income needs, and lifestyle expenses are all considered for your personal investment plan. Brenda’s unique communication style leads with empathy and illuminates the financial outlook and understanding for women and men alike. If you want to delve into any topic more thoroughly, just ask!
Dynamic family wealth integration
In order to truly provide you optimal financial management, our service includes the preparation and review of your financial plan and your current and future family goals. Brenda and her team operate as a Wealth Concierge. This may include advice on establishing related family accounts and working with other professionals like bankers, lawyers and accountants to optimize your family wealth.
Tailored estate design with intention
Brenda understands the importance of planning for future unknowns like illness and death and includes comprehensive estate and wellness planning in all her conversations. Brenda’s mission is to help leave you with a meaningful legacy for your families or the charities you support. Brenda will support your vision and provide guidance in the priorities and process to help get you there.
