
BRETT ANDREWS

Brett has worked with individuals and businesses managing their assets since 1998. His mission is to help clients reach their goals while managing risk in their total financial situation. Brett’s experience as a portfolio manager since 2000, during some of the most volatile financial markets in history, led him to develop new and unique methods for portfolio design. These methods include far more than just traditional stocks, bonds, and mutual funds and may differ depending on each client’s individual needs. To accomplish this Brett has combined modern financial planning techniques with technical, quantitative, and behavioral analysis, to achieve a truly unique and dynamic approach to total wealth management.
While Brett believes investments are an important part of planning he also brings many other resources and subject matter experts to clients as needed. Brett believes that having a Financial Advocate is one of the most important pieces often missing in many financial plans. He realized this as the son of entrepreneurs as he witnessed many of the trials and tribulations that often come with business ownership. He learned many things that only life experience can teach those that have made the decision to become their own boss. As a business owner himself, he understands the responsibility and commitment it takes to build and maintain a successful practice. That is why his passion is to work as the Financial Advocate for those that would rather spend their time growing their business or enjoying the fruits of their labor. As an Advocate, he evaluates each situation to discover inefficiencies. Then, he coordinates all efforts and works with a client’s other trusted advisors. Next, he proposes solutions to resolve any gaps or create savings over a client’s current structure. Finally, he implements and maintains a custom-designed plan that is constructed based on each client’s objectives. In essence, his business is to improve a client’s situation and this is his motivation to show up to work each day.
Brett has worked with individuals and businesses managing their assets since 1998. His mission is to help clients reach their goals while managing risk in their total financial situation. Brett’s experience as a portfolio manager since 2000, during some of the most volatile financial markets in history, led him to develop new and unique methods for portfolio design. These methods include far more than just traditional stocks, bonds, and mutual funds and may differ depending on each client’s individual needs. To accomplish this Brett has combined modern financial planning techniques with technical, quantitative, and behavioral analysis, to achieve a truly unique and dynamic approach to total wealth management.
While Brett believes investments are an important part of planning he also brings many other resources and subject matter experts to clients as needed. Brett believes that having a Financial Advocate is one of the most important pieces often missing in many financial plans. He realized this as the son of entrepreneurs as he witnessed many of the trials and tribulations that often come with business ownership. He learned many things that only life experience can teach those that have made the decision to become their own boss. As a business owner himself, he understands the responsibility and commitment it takes to build and maintain a successful practice. That is why his passion is to work as the Financial Advocate for those that would rather spend their time growing their business or enjoying the fruits of their labor. As an Advocate, he evaluates each situation to discover inefficiencies. Then, he coordinates all efforts and works with a client’s other trusted advisors. Next, he proposes solutions to resolve any gaps or create savings over a client’s current structure. Finally, he implements and maintains a custom-designed plan that is constructed based on each client’s objectives. In essence, his business is to improve a client’s situation and this is his motivation to show up to work each day.
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- Website:
https://www.thefortresscompanies.com/ - Phone: (623) 255-5180
- City: Glendale
- State: Arizona
- Postal Code: 85308
- Country: United States
- Designations: CEPA, Series 7, CExP, CPFA, CWS
- Markets Served:
- Company Name: The Fortress Companies
BRETT ANDREWS

Issue One: The Annual Exit Magazine

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Access My Courses

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Decentralizing the Business Owner

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EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

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Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
