Catch our latest Coffee with Waymark, where Brendan shares the details of our upcoming “Fantasy Football Draft & Draught Party” with TV and sports talk radio personality Nick 'Fitzy' Stevens. You can RSVP here.
Brendan is the Managing Director for Waymark Wealth Management. He has extensive experience in comprehensive wealth management. His focus includes retirement planning, behavioral finance, investment portfolio construction, education funding, insurance & risk management, taxes, charitable giving, and estate planning. Brendan has an ability to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.
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The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual.