Brian Remson (CFP®)

Brian Remson focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Medical Professionals

Tax Planning

Planning Specialties

Personalized financial planning services
Tax planning
Business and Succession Planning
Philanthropic planning including donor advised funds and foundations
Inter-generational, tax-efficient wealth transfer
Risk management services including insurance analysis and strategies
Family engagement including family counseling, family charters, and business mission statements
Education planning

Additional Information

Brian is honored to be a part of Credent Wealth Management’s Advanced Planning Team. The team’s primary mission revolves around ensuring that every client at the firm not only receives an exceptional planning experience but also one that consistently surpasses their expectations.

This involves crafting thoughtful planning guidelines in delivering comprehensive advice, all aimed at fostering excellence in planning practices across the organization. The Advanced Planning Team places a strong emphasis on inter-generational, tax-efficient wealth transfer, business and succession planning, philanthropic planning including donor advised funds and foundations, and family engagement encompassing family counseling and mission statements.

At the core of his work is a commitment to providing clients with timely, well-informed insights they need to make crucial decisions. It's not just about financial guidance – it's about providing a sense of hope, confidence, and reassurance, especially in uncertain market landscapes. His goal is to address their concerns and help them pursue their aspirations, regardless of market fluctuations. As he accompanies clients on their journey from success to significance, he is dedicated to illustrating the tangible impact of their decisions in shaping their lasting financial well-being.