Wealth Management

Whether you have wealth or hope to acquire it, you want investment strategies that provide an optimal balance between risk and reward.  You also want to see your goals and priorities reflected in the structure of your investment portfolio.  There are appropriate investments for every level of risk tolerance and every goal. 

Brian is an independent agent/broker for all of the investment and insurance products he offers.  Product solutions include:

  • stocks, bonds, mutual funds, Wrap programs
  • REITs
  • 1031 exchanges
  • equipment leasing programs
  • oil and gas partnerships
  • third party asset managers
  • fixed and variable annuities