Better outcomes through better experience

Our story

The Brent Group was established in 2017 when, after nearly 30 years in the wealth management industry, our founding partner Geoff Brent alongside his longtime associate Lisa Vetter saw the need to expand the practice’s personnel with the goal of providing a robust support system for our clients to make sound financial decisions. The additions of Yale Hoffberg and Keira Levy add a wide range of experiences and perspective, which blended together benefit our clients of all life stages.

As a team, we work closely with individuals, families and businesses to anchor customized wealth management strategies that define budgetary and cash flow needs, legacy and philanthropic convictions and incorporate strategies for growth, transfer and protection of wealth resources. Paired with our white-glove client service, the team’s designations consisting of Certified Private Wealth Advisor® (CPWA®), CERTIFIED FINANCIAL PLANNER™ , Accredited Investment Fiduciary® (AIF®) and Registered Institutional Consultant (RIC) offer unique insight for financial situations of any complexity. This expertise also allows for effective collaboration with clients’ tax and legal advisors, along with all related parties involved in the discussion.

We employ a disciplined investment management approach that is unique to each relationship. Our experience blended with RBC’s global resources and perspective aligns our investment process with each client’s personal wealth strategy to build portfolios that meet their individual objectives.

Working with a CPWA® Professional

The the Certified Private Wealth Advisor® (CPWA®) designation is an advanced credential created specifically for wealth managers who work with high net worth clients, focusing on the life cycle of wealth - accumulation, preservation and distribution. Candidates who earn the certification understand how to develop specific strategies to help minimize taxes, monetize and protect assets, maximize growth and transfer wealth. The CPWA® certification is considered the standard for competence in the field of wealth management today.

The program takes a holistic and multidisciplinary approach consisting of 6 months of self-study, five days of coursework at The University of Chicago’s Booth School of Business and a final board examination covering the following topics: tax strategies and planning, estate issues and wealth transfer, charitable giving and endowments, portfolio management, risk management and asset protection, planning for executives, planning for closely held business owners, family dynamics and retirement management.

This achievement exemplifies our team’s commitment to effectively serve as an advocate in all areas of wealth management, and provide comprehensive strategies for the families, individuals and organizations we have the pleasure to advise.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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