About BRYANT WEALTH MANAGEMENT, INC.
BRYANT WEALTH MANAGEMENT, INC. is a financial advisory firm that offers a comprehensive range of financial services to help clients achieve their financial goals. With years of experience and expertise, the firm has built a reputation for providing sound financial guidance and dedicated service to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and tailored financial solutions
- Uses a collaborative approach with clients
- Offers a range of financial services such as investment management, retirement planning, and tax planning
- Works towards creating long-term financial strategies
Facts and Insights
BRYANT WEALTH MANAGEMENT, INC. has been in the business of providing financial advice for over 25 years, serving a diverse clientele. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve financial success.
The firm believes in thorough analysis and research before making any financial recommendations to their clients. This approach ensures that the advisors provide customized solutions that best fit their clients’ unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
- Cash Flow Management
- Charitable Giving
Client Types:
- High Net Worth Individuals
- Business Owners
- Retirees
- Families
- Professionals
Fees & Compensation
BRYANT WEALTH MANAGEMENT, INC. is a fee-only firm, meaning their advisors are compensated solely by their clients and do not receive any commissions or payments from any third-party institutions. This ensures that their recommendations are free from any conflicts of interest and are solely based on the best interests of the clients.
The firm’s fees are based on a percentage of the assets under management, and they also offer hourly or project-based fees for specific financial needs. BRYANT WEALTH MANAGEMENT, INC. is committed to full transparency in their fees, with no hidden costs or charges.
Background
BRYANT WEALTH MANAGEMENT, INC. was founded by John Bryant, a seasoned financial advisor with over 35 years of experience. John has a passion for helping clients achieve their financial goals and has assembled a team of like-minded advisors to provide exceptional service to their clients.
Financial Advisor Disclosures to Know
BRYANT WEALTH MANAGEMENT, INC. has a clean regulatory record and has not faced any disciplinary actions or sanctions from any regulatory bodies. The firm prioritizes compliance and takes all necessary measures to ensure they are constantly up-to-date with industry regulations and laws.