Brennan Wealth Management

Investment planning mortgage firm 4

At Brennan Wealth Management, we are here to assist clients in realizing their financial objectives. Investment Management includes providing proper asset allocation to reflect the risk tolerance and time horizon of each client. Capital preservation with the opportunity to participate in income and growth is a goal. We take a holistic approach which includes investment management, planning, and mortgages (over 50 lenders). For small to medium businesses, we provide Group Benefits, Group Retirement Plans, Deferred Profit sharing, and educational Lunch & Learn sessions at your place of business. We can be reached at 613-592-9848 or our website www.brennanprivatewealth.com

Get a complimentary financial analysis – by Pat Brennan of Brennan Wealth. email Pat at <pbrennan@alignedcapitalpartners.com> and mention KRP Advantage