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Your go-to resource for business, estate, retirement, and investment planning.

Welcome to Brezden Wealth Advisors. We are a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals. Our process and our results are unique in the industry. Contact us to see how we can help you reach your financial objectives.

Videos

Videos

Interested in learning more about Business Owner, Retirement, Estate, and Investment Planning? Check out some of our short, informational videos.

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Business Owner Tools

Business Owner Tools

Ready to take the Business Exit Readiness Index (BERI), the Owner Dependence Index (ODI) or determine your optimal investment risk tolerance with Riskalyze? Click here for these complimentary evaluation tools.

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Meet the Team

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