Whether you're investing for the future, saving for your children's education, managing cash flow for your family, or working on your estate plan, we're your trusted team player in building the future you dream of. But don't just take our word for it—here's what some of our clients have to say.
"Brett has been my advisor for over four years now, and his breadth and wealth of knowledge have served our family very well. Using creative strategies, Brett has helped us develop a solid financial plan for our future and implement mitigating measures for life’s 'unknowns.' What also makes Brett’s service stand out is that he goes beyond the planning and takes the time to educate his clients, ensuring each product is well understood. Those would-be investors who are intimidated by the world of finance would benefit greatly from Brett’s service."
Brett helped my husband & I look at our budget and find ways to save money. He's made great recommendations about how to grow money. More importantly: he'll answer any question without judgment, he explains things easily, and he's a great resource. He also helped us to keep the emotion out of our money decisions & conversations. His priority is on client service!
"I’ve been really looking for an advisor I can go back & forth with on different ideas & financial situations. I was never able to do this with my previous advisor or didn’t feel comfortable. Brett has been a great resource in educating & guiding me with my financial needs."
"I decided to work with Brett & Uptown Wealth Management team because of his passion for women’s hockey. Brett understands my financial challenges as a professional hockey player."