We provide great service:

Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day.

We educate:

We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching.

We give back:

We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations.

Firm Start Year

1951

No.of Employees

10-19

CRD#

5086002

Firm CRD#

8032

Years of Experience in Financial Services

15

Number of Years with Current Firm

6

I work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Portfolio Management, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Retirement Planning

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, Via Email, At my office, Video Conference

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®, CFF, CERTIFIED FINANCIAL PLANNER

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Variable Life, Annuity

Firm's Number of Clients

450

Assets Managed by Firm

$360 million

Compensation Methods

Flat Fee

https://adviserinfo.sec.gov/firm/brochure/8032
https://www.commonwealth.com/media/CAP_Entity_Solicitor_Disclosure_Statement_WiserAdvisor_and_Bryant.pdf

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.