Josh's Personal Finance Blog
The Art of a Plan
Brein Wealth Management, LLC is an independently owned and operated Registered Investment Advisory Firm serving Seattle, Washington and the surrounding communities. We provide Financial Planning and Asset Management with an emphasis on Retirement Planning, Legacy Planning and Long Term Care Planning Assistance for our clients. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success at Brein Wealth Management, LLC.
Brein Wealth Management, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process. Our approach includes utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Brein Wealth Management is legally obligated to put our client’s interests first.
At Brein Wealth Management, LLC, we empower our clients to safely navigate today’s complex financial world. We customize our plans to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance products offered through Brein Financial, LLC.
Josh Brein, Founder and President
Joshua specializes his planning in several niches providing Fee-based Wealth Protection and Management, Extended Care Planning and Income and Estate Planning to seniors aged 55 and older, those soon to retire as well as Veterans and their families
Joshua went to elementary, middle school and high school on Bainbridge Island and attended college in Seattle. At the age of 22, Joshua moved to Orlando, FL where he shortly thereafter began working in Financial Services as a registered representative and investment advisor representative with a large international insurance company.
Upon seeing the need for a higher standard of care and attention to detail by the people he was meeting (many of whom had lost money in the volatile economy post 2007), Joshua opened an independent Registered Investment Advisory firm with a former business partner in Orlando, FL in late 2010.
Joshua relocated his business to Seattle in February of 2013 to be closer to his family who lives in the Seattle area. His focus remains to provide a higher level of planning, service and trust to his clients who have been let down or lead astray by the traditional financial services industry.
Joshua has a passion for educating people on ways to protect their assets, plan for their futures, secure needed and available benefits to help pay for care and secure a legacy for their family and loved ones. As a Financial Advisor with Brein Wealth Management, Joshua’s focus is to find creative solutions to service his clients’ needs and with the understanding that no two individuals’ financial situations are identical, tailoring a plan for each of his clients with precise care and attention to detail.
At Brein Wealth Management, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client focused, personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements …
In the financial services industry, there are generally two ways of obtaining financial advice: one is given by agent or brokers and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times …
Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in …
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