About the Business
Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help.
Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours.
The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.
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- Brein Wealth Management has been operating in the state of Washington since the start of 2013 and was opened by President and Founder Josh Brein as a way to give people more options when it comes to saving and investing. Brein Wealth Management has constantly worked to stay ahead of the competition by utilizing the latest technology not only to keep organized but also to help people understand the A-Z of their financials. Although our history is important, we always keep our eyes open for and strive for a great future with our clients!
- (425) 442-6003
- 11900 NE 1st St Ste 300, Bellevue, WA 98005
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed