Purposeful investing, meaningful outcomes
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 Dayna Mason 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 five designations consisting of CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist (AAMS®), Accredited Investment Fiduciary® (AIF®), Registered Institutional Consultant (RIC), and Juris Doctor (JD) 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.