5 /5 Sarah Smith-Jones: Before being referred to Brett by a friend, we contacted other financial advisors. They declined to meet with us since our portfolio was "not large enough". We had lost hope in finding someone to work with us until we met Brett. He told us he does not turn anyone away. Bretts genuine goal is to achieve the best outcome for his clients. His approach was not only about the successful performance of our portfolios. He was also focused on all facets of our estate. After reviews and meetings, he suggested other options for us to consider to round out our estate planning. As a result of Bretts hard work and guidance, we now feel comfortable and confident with the status of our estate going into the future and for our beneficiaries.
