Brandt Wealth Advisors Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
Brandt Wealth Advisors is a financial planning practice based in Newburyport, Massachusetts, operating in the financial services sector. It provides financial planning guidance aimed at helping clients plan for what they value most as they move through different life stages. The approach emphasizes aligning financial decisions with personal priorities and overall well-being rather than focusing solely on wealth accumulation. The firm operates as NewEdge Advisors, LLC, doing business as Brandt Wealth Advisors, with securities offered through LPL Financial, a FINRA/SIPC member. Investment advisory services are provided to clients who are properly licensed or exempt from licensure, and a client service agreement is required before advice is rendered. With a small team, the practice serves individuals and families seeking comprehensive planning and guidance.