Pat Brennan and his team of financial professionals provide comprehensive wealth advice to physicians and other medical professionals.
Our team look at an individuals current situation and provide sound recommendations to enable our clients to achieve their financial goals. Once the recommended strategies are implemented we monitor and evaluate the solutions on an ongoing basis.
Pats investment belief is to focus on capital preservation while providing income and growth to a clients portfolio while managing risk at the same time.
Our services include:
- Portfolio Management
- Advanced Financial Planning
- Tax minimization
- Retirement Planning
- Income and Asset Protection
- Estate and Trust Services
We welcome the opportunity to meet with you to review your current situation and to better understand your priorities and life goals. To meet with us please call to arrange an appointment.