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Brandt Wealth Advisors

EST. AUM
$12,702,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website brandtwealth.com
Client types

Overview

Brandt Wealth Advisors is an independent advisory practice that offers objective financial planning advice. Their advisors have a combined 35 years of experience providing guidance tailored to each client’s values, goals, resources, and comfort with risk. Clients can trust the power of their deep financial analysis, which aims to remove the guesswork around whether they will reach their goals. The firm has the expertise and insight to manage assets over a lifetime, to help clients feel confident both emotionally and financially. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through NewEdge Advisors, a registered investment adviser. NewEdge Advisors and Brandt Wealth Advisors are separate entities from LPL Financial.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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