Helping you achieve financial confidence for life, your experience with Brent and his team will begin with a thorough discovery of your vision. Quite naturally, we are curious and seek to understand your success; how your wealth was built and how you live your life. From there, we progress through planning; the application of introspective advice; and then implementation plus on-going portfolio management. Following our complete understanding of your past, present, and aspirations, we will combine our 35 years of experience, insights and internal analysis with in-depth investment research to achieve your goals.

Our client relationships are important to us and we find enrichment in these personal interactions. We genuinely believe that partnering with high-net worth families, business owners, and professionals is only the beginning of an enduring process. We are committed to remain engaged over multiple generations, providing wise counsel and perspective regarding your investment affairs.

Our team’s service offerings are comprehensive and draw on Brent’s considerable experience. They span a broad range of client needs and requests including investment advice, establishment of trusts, and estate and philanthropic planning. We look forward to you becoming a client of ours, where you will be wholly supported by the extensive network of professional practitioners that our team and Wellington-Altus has built over three decades.