Brett C. Stone – Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®)
Life is full of transitions, and for more than 23 years, I have helped clients plan for complex “transition” events. Regardless of how you earned your wealth, having someone who understands your needs and can anticipate your financial opportunities and challenges can have a meaningful impact on your life.
The cornerstones of any relationship are trust, integrity and honest communication. With this foundation, I work with a select group of entrepreneurs, business owners, executives and their families, helping them realize the full value of what they have worked so hard to create.
Whether you are selling a business, entering into retirement, or considering other exit planning strategies, I operate as a key trusted advisor. My methodical, defined, planning process enables me to take a collaborative approach by partnering on your behalf with UBS specialists, tax and legal professionals and other trusted advisors. By taking the guess work out of the equation, I work to ensure you have peace of mind knowing that there is a fully customized plan in place that can address your needs for today and tomorrow, as well as your future legacies.
I currently reside in Greenwood Village with my wife Tani and our three children; Ben, Elsie and Tess. I am an avid KU basketball fan and when I am not at lacrosse/basketball/theater practice I can likely be found on the golf course or the ski hill. Additionally, I am active in several local charities in Colorado and have served on the Corporate Leadership Team of Habitat for Humanity.
Registered States:
AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MA, MI, MO, MT, NJ, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WY