We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As an Investment advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Left Brain Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

At Left Brain, we value the importance of time away from the office to spend with our loved ones especially during the holidays, as well as, to “re-energize” for the upcoming year.  As such, it is our practice to close our office from Christmas until the New Year.  

Meet Our Team