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Creating Portfolios as Individual as You Are

Client Centered

At Brentwood Financial Advisors, we design portfolios that reflect your individuality.

By partnering with carefully screened affiliates that include trust and asset management services, advanced financial planning tools, as well as corporate and executive services, we implement strategies that can help you get where you want to be.

Brentwood Financial Advisors also collaborates with your tax and legal experts as well as other financial professionals to help address the full breadth of your needs.

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A Holistic Focus on Your Complex Financial Needs

Client Centered

Brentwood Financial Advisors focuses on asset allocation, retirement and estate planning strategies, insurance, 401(k) planning and alternative investing for qualified investors.

We use Fixed Income Strategies, Professional Money Managers and Hedged Alternatives as well as other individual issues in an attempt to strike a balance in portfolios between active and passive strategies.

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