A Partner with Proven Experience Portrait of Cindy Brannan
 

The Power of a Holistic Approach to Financial Management

The words “money” and “peace of mind” don’t always go hand in hand. At Brannan Wealth Management our focus is on your complete financial well-being – and believe in providing a holistic offering that touches on all aspects of a sound financial picture.

Planning for your financial future is more than just looking at numbers. You, your family and your goals and dreams create the backdrop that help the numbers make sense.

Brannan Wealth Management can help you gain peace of mind and provide you with a roadmap to reach your dreams. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, we will work with you every step of the way.

 

The Chartered Financial Analyst (CFA) designation has become the gold standard of professional credentials within the global investment community.

- The Economist