Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have known Brian in excess of 25 years and can speak to his integrity, hard work, and ethics. As a small business owner, the difficulty it takes to do financial planning and the knowledge required to invest successfully is simply too great. Brian and his team take the time and have the knowledge. They presented us with a written living plan that makes incredible sense. Our money is managed by institutional money managers who are among the best in the world. His team evaluated our complex situation and discussed each part with a plan on how to move forward during their presentation.
I have had the pleasure of working with Brian for the past 20 years. Brian and his team have consistently provided excellent advice around financial planning. His service is not about investing, but rather around ensuring that we are doing everything to preserve and grow wealth. What impresses me the most, is the depth of skill and experience of the team. They are on top of their particular area of expertise, and are constantly flagging potential issues from legislation changes, or changes in our family situation that may impact our strategy. I would highly recommend Brian Wanner for folks who are looking to ensure they have a solid top notch team to help them plan for the retirement we all hope for, one that allows us to live the life we want, but also leave a legacy for our family and charities.
I have had the privilege and good fortune to have Brian as my financial consultant for the last several years. Brian has always provided me with a clear, well-thought-out and sustainable plan for my future and he has gone to great lengths including conference calls with my attorney and CA to provide the best custom plan for my needs. His knowledge, availability and keen financial sense has truly made the transition into my retirement years seamless. Without hesitation I would recommend Brian to everyone.
Brian is a good friend and a great wealth manager. Brian and his team have the financial knowledge and tools to make a difference. They have certainly helped us with our savings and retirement funds. If you want peace of mind in your retirement, you should talk to Brian and his team of financial consultants.
Brian has taken away the financial stress from our retirement. He ensures our money is invested to maximize global diversification in our plan and keeps communication open every step of the way. Thanks Brian for your professionalism and friendship!