Mr. Heitzman is a private client advisor and works closely with our investment advisors, helping clients navigate their complex financial lives. He seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. Brandt utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Heitzman has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005.
Mr. Heitzman has over 25 years of wealth and investment management experience. He most recently served as a Director and Senior Wealth Advisor at SVB Private. Prior to SVB Private he served as Managing Director and Senior Wealth Advisor at Boston Private Wealth, a Senior Wealth Advisor at Banyan Partners and was the Director of The Private Client Group at Rushmore Investment Advisors.
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