Brett Wexler, AAMS®
Brett’s passion for helping his clients fulfill their personal life goals and dreams
shines through his work. After seeing far too many clients taken advantage of by
Wall Street brokers, Brett is determined to ensure that every client that walks into his office leaves feeling confident that they are in safe hands.
Brett has a wide array of experience in the corporate business and finance world. He is an established Fortune 100 Healthcare Executive and Financial expert with
extensive knowledge of wealth accumulation, retirement planning, and taxation
supervision. Brett prides himself in listening closely to his clients to find solutions that work.
Brett is a full-service fiduciary and pours his heart and soul into doing what’s best for his clients. He relies on his innovative, dynamic, and hands-on approach to giving his clients best in class service. In return, this allows him to work with a diverse set of interesting clients, with wonderful stories to share, that make his work a true pleasure!
A self-confessed nerd, when he’s not working, you might catch Brett hiking in the
mountains of Arizona and Utah with his wife and their blind Yorkshire Terrier, Lillian.