Brent G. Ulreich

Brent Ulreich, CFP^®, ChFEBC^SM works with individuals and families who have built meaningful wealth and want to be intentional about what comes next.

As a financial advisor and Certified Financial Planner^®, Brent's focus is not just on managing investments, but on helping clients make confident decisions about their entire financial picture. That includes navigating complex tax considerations, aligning portfolios with long-term goals, planning for generational wealth transfer, and ensuring that every piece of their financial life is working together.

Brent believes that successful investing starts with understanding the person behind the portfolio. No two clients are the same, which is why he takes a highly personalized, planning-first approach to wealth management and financial planning. Whether you're preparing for retirement, managing concentrated stock positions, or thinking about how to preserve wealth for future generations, his role is to provide clarity and structure in moments that matter most. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.