- Firm: Brein Wealth Management, LLC
- Job Title: President/Founder
Josh Brein, president and founder of Brein Wealth Management, LLC, believes his greatest gift is his family. He also believes in taking care of those that depend on you. He feels that this approach makes Brein Wealth Management unique to many financial firms in the market-place today, he cares how you feel. Seriously, he cares about what worries you, about helping you plan around your questions and your concerns about your money. He also cares about you having a say in how your money is invested, spent, and organized.
Josh is not satisfied with the status quo of the DIY financial movement or the traditional financial services industry. He looks to stay up on technology both from a compliance standpoint to protect his clients privacy and secure financial information, but also from a firm-development standpoint as well. He seeks out ways to utilize technology wherever he can and works alongside companies that provide tools for his clients that help him stay connected to them while addressing their own unique needs for planning with money and investing.
The result of Josh doing things differently than most is really pretty simple. He offers easy to understand, comprehensive financial planning solutions for anyone who needs help understanding the tools that are available to them. His plans are custom tailored to meet a client's custom needs and he doesn't use complicated industry jargon. As a fiduciary, Brein Wealth Management is legally required to place their client’s best interests in front of their own, and Josh is proud to have been involved in owning and operating two different independent Registered Investment Advisory firms since 2011.
Disclaimer: Brein Wealth Management, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Advisory services are offered by Brein Wealth Management, LLC. Insurance products and services are offered through Brein Financial, LLC. Brein Wealth Management, LLC and Brein Financial, LLC are affiliated companies. Brein Wealth Management, LLC; Brein Financial, LLC; and Joshua Brein are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive. Unauthorized use of the material is prohibited.
Quote from Josh Brein
“Joshua Brein, president and founder of Brein Wealth Management, LLC, is committed to the creation of comprehensive financial plans for individuals and families covering everything from budgeting 101 to investing for retirement.”