Wealth Management Services

Bringing more than 30 years of experience in the financial services industry to our valued customers.

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Your Goals are Our Focus

At Brentwood Advisors, your goals are the focus of every discussion we have with you. We provide you the experienced, professional, and personal service and follow-up you deserve.

Our commitment is to provide you unparalleled service and support. Check the background of our investment professional on FINRA's BrokerCheck.

Brentwood Advisors offers comprehensive financial services. Review a full list of our products and services:  

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  • 401k Services
  • Retirement Planning
  • Pension Plan Services
  • College Planning
  • Mutual Funds
  • Brokerage Accounts


Reach out to Brentwood Advisors today to schedule your consultation.