Brett Spencer (CEPA, CFP®, MS)

Brett Spencer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • ExPat and Cross Border Issues
  • Medical Professionals
  • Socially Responsible Investments

Planning Specialties

Aligning business ownership with your personal financial & tax plan - Tax, Business Valuation, Payroll, Bookkeeping, Comprehensive Services. Cross boarder planning for ex pat individuals. Customized investment management - direct the impact of investments (impact investing), consider corporate stock options, private real estate or any other unique investments along with the rest of your portfolio. Tax services offered for wealth management clients along with general financial planning and investment management.

NAPFA Start Date

June 11, 2020


This Office

3223 N Albany Ave Chicago, IL 60618-5791 Phone: (312) 332-6589