Driven by your life's goals Truly holistic wealth management

Brian C. Dent

Vice President - Wealth Management

phone

310-281-4670



phone

855-880-3169







address

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).

Top of the Morning daily podcasts

Art Cashin on the markets