Brian Ness
MBA, PFP, CIM, FMA

My Background

My clients come from varied backgrounds but they share a common trait, they want their hard earned money to be managed prudently. Preservation of capital is paramount. My approach of Quality Investing will enable you to reach your dreams.

I offer a clearly defined process to high net worth individuals, communities, corporations, professionals & trusts with trusted advice and long-term, personalized solutions.

Access to a team of experts in areas of Tax planning, Estate planning, Insurance products, all of which are critical to long term wealth planning.

Remember, you have worked hard to earn your wealth once… you don't want to have to earn it again!