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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Process

We create strategies that are tailored to your goals.

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Wealth Strategies

Live education and insights on timely wealth management topics.

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Market Insights

We help you navigate what's going on in the markets and economy.

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Resources

Expert advice is crucial in wealth planning. These professionals assist in completing your financial picture.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Our Practice

Our Practice

From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.

Meet Our Team

Brian Brennan

Brian Brennan, CFP®

Senior Vice President, Financial Advisor

216-737-7326

216-737-7370

Brian Kurtz

Brian W. Kurtz

Managing Director

216-737-7350

216-737-7370

Tracy Brennan

Tracy Brennan

Client Specialist

216-737-7351

216-737-7370

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