Thanks for stopping by and thank you for your interest in my firm, here’s a little more about me and who I help…
I don’t work for everyone, but the majority of our clients have questions that they need answers to like:
Sound Familiar? I may be able to help you answer those questions any of them do…
Feel free to take a look at my about me page to learn a little bit more about me and why I love what I do.
Brein Wealth Management is a Bellevue, WA independent Registered Investment Advisory Firm serving the Seattle area and surrounding communities locally. Brein Wealth Management, LLC was founded in 2013 but I’ve owned and operated two different investment advisory firms since 2011 (one of which is now being run exclusively by my former business partner in the Orlando, FL Area).
Click our red button on map below for directions
It’s important to have somebody in your corner who is truly looking out for you when they work with your money. I run an extremely transparent platform at Brein Wealth Management and pride myself on always putting my client’s interests in front of my own.
That means when you work with me, what you see is what you get; no one-size-fits-all investment philosophies here.
We always use individual unique tailored solutions for the individual and unique needs of our clients and we always look to utilize technology to make it easier for us to connect with our clients and for our clients to connect with their money in unique and interesting ways.
In short, we work with me, your accounts don’t just represent numbers to me, they represent a whole lifetime’s worth of blood sweat and tears and I’m extremely proud to work alongside so many wonderful clients who have entrusted me to help them grow, protect, and distribute their assets.
Brein Wealth Management, LLC has an open door policy, this means that if you need me I’m here for you. So if you reach out to me, expect to hear back from my promptly, that’s just the way I do business.
My idea of running a successful business is knowing that I can take the time individually with my clients to make sure that they feel comfortable with their financial plan and that they have a voice in the planning process and day-to-day operations of their money. My goal is to enhance the relationship that you have with your money and two heads are always better than one!
Please feel free to check out my financial planning blog, TheArtofaPlan.com, seriously, do it. The Art of a Plan has a ton of great info, guides, and easy to use tools for retirement planning, saving, investing, life insurance and paying off debt.
Just tell me what you want to plan for and I’ll give you guides and tools that are simple to use and understand to help you create your own personal financial plans before you pay a financial advisor to create them for you.
I want to save you time, money and frustration. The Art of a Plan will teach you to be the artist behind your money.
If you are interested in a complimentary consultation or have any type of financial related question please feel free to email me right here or give my office a call at (425)442-6003.
Do you feel like you could use some help managing your investments or really working out the numbers for your financial plans? Want to hear a little bit about our unique process- Your Comprehensive Financial Checkup™? Learn more about becoming a client right here. I look forward to hearing from you…
©2017 The Art of a Plan™
The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services or specific financial advice unless otherwise permitted by statute and offered through Brein Wealth Management, LLC. The Art of a Plan™ and Brein Wealth Management, LLC are two separate entities.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Joshua Brein, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by The Art of a Plan™ as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Exclusive rights to this website and all material within this website belongs to Joshua P. Brein and The Art of a Plan™.