Brentwood Advisors Logo
   

Investment Products and Services

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.

Brentwood Advisors will help provide you with:

Critical eye portfolio review, comprehensive investment and retirement planning, troubleshooting, and goal specific investment and insurance strategies.
Access to established and competitive money managers, funds, and other hard-to-get offerings.
Custom tailored strategies to fit increasingly sophisticated needs and unconventional circumstances such as rapid business expansion and other operations related issues (which may create both temporary and ongoing needs to reduce taxes, shelter income, etc.)
Highly specialized insurance review to identify coverage gaps and opportunities to reduce your exposure through a variety of plans to help protect you and those that matter most to you.
Access to competitive products and personalized custom solutions.
Guided Wealth Portfolio – Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now.

Click here to meet our advisor

 

Brentwood Advisors product and service capabilities include;

  401k Rollover Services
  Pension Plan Rollover Services
  529 plans / college funding plans
  Mutual funds / Brokerage accounts
  Managed investment accounts
  Retirement planning
  Life insurance
  Long-term care
  Disability income insurance
  Annuities
  Predictable monthly income
  Style diversified portfolios
  Comprehensive survivorship protection
  Wealth transfer
  Business succession planning
  Gifting strategies
  Employer-sponsored retirement plans

Check the background of our investment professional on FINRA's BrokerCheck

   
Not Insured by FDIC or Any Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value