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Brandt Wealth Advisors

Brandt Wealth Advisors
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Financial Advisors and Services

About Us

Brandt Wealth Advisors is an independent financial planning practice that invests in your happiness as much as your net worth. Our in-depth values discovery process goes deep to ensure that your financial plan reflects your priorities and personal goals. We offer investment advice through a registered investment advisor (RIA), so you can rest assured your best interests will always come first..

Images

Come on in!
Friends and clients recently toured our beautiful new office space. Jean Houghton and Doug Stewart enjoyed the evening.
Heather Klein sampled the festive spread and beverages prepared by Carry Out Cafe.
Bob had a little fun showing off the features of our new SMART Board.
More nibbles.
EJ Smooth set the mood with his sax stylings.
Kate Higgins was introduced to our upstairs neighbors Laurel Seneca and Brenda LeClerc.
Bob showed slides of the early stages of the construction and build out of the space.
Administrative assistant Diane West and husband Ronnie.
The SMART Board inspired the artist in everyone!

Jobs

Administrative Assistant/Receptionist
Category: Administrative, Support & Clerical
Brandt Wealth Advisors is a financial Services firm located in downtown Newburyport MA is seeking a full time administrative assist.  The firm works with clients to provide financial planning and investment advisory services.  We are a small financial planning firm that prides itself on its team approach to providing excellent service to its clients.    The successful candidate will serve, not ...read more
Contact: Mike Houghton
Phone:(978) 358-8153
Fax:(978) 278-1531

Rep/Contact Info

Bob Brandt
CERTIFIED FINANCIAL PLANNER
Jennifer Colby
Mike Houghton
Karen Klein Brandt
Marketing Director
Diane West
Administrative Assistant

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