Discover the Waymark Way
with Wealth Building Resources

In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.

Have an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.

Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.

Brendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.