- Feb. 20, 2014
-- For the fifth year running, Bob Brandt, CFP, has been named a Five Star Wealth Manager by Boston
magazine and Five Star Professional.Boston
magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.
Brandt's approach is to provide financial guidance over life events, so clients can have confidence that they are living in alignment with their personal values. As an independent advisor representative with Brandt Wealth Advisors, Brandt has been providing financial planning and asset management services to individuals, families and businesses for 25 years. Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through Flagship Harbor Advisors, a registered investment advisor (RIA).
Brandt Wealth Advisors is located in the Brackett Heel Building at 7 Prince Place in Newburyport, MA. Learn more about the practice at www.brandtwealth.com