For over two decades we have encouraged, educated, and motivated our extended family. We stand beside you each step of the way, making sure the plans we create are effective and moving you towards the life you desire. From the moment you step in our office, you will see and feel a different approach. We strive to be included in your lives and you in ours. We seek to be your partner, not just a coach.
Our Story
We do not want to work with everyone. Only the individuals that share our desire to make their lives better through valued partnerships, not those looking for transactions. Our decades of experience, industry licenses and credentials, and non-proprietary options have our clients feeling confident about their futures. The outcome is a community of individuals and families' vested in our joint success. Our casual and focused approach helps reduce anxieties that exist when discussing money. Our explanations are not jargon and are relevant and easily understood. These conversations take the mystery out of wealth management. Brass Ring Wealth Management was founded on the desire to be different from the traditional -firms, brokers, and insurance agents you see today. We value our independence compared to franchises or big box firms. We have no limitations in services or investment options.
