Official Launch of Noble Wealth Partners
Noble Wealth Partners provides financial planning to those seeking more out of a financial advisor relationship.
FOR IMMEDIATE RELEASE
September 26, 2018 – Noble Wealth Partners, a Registered Investment Adviser founded by Jeff Brainard, CFP®, CFS, and Grant Glenn, CFA, CFP®, opened for business this month. In addition to helping families from Generation X & Y, Noble Wealth Partners will specialize in helping clients with college savings goals, student loan debt, retirement planning and execution, and tailoring investment strategies to their client's financial plan.
“Failing to plan is a plan to fail,” Jeff Brainard.
“Each client is unique, so each investment solution should be unique,” Grant Glenn.
Mr. Brainard and Mr. Glenn launched Noble Wealth Partners after merging Columbine Wealth Planning with Noble Wealth Alliance. The merger provides their clients with scale, independence, and two experienced financial advisors working together and acting as fiduciaries to pursue their client’s financial goals.
About Noble Wealth Partners
Noble Wealth Partners is an independent, fee-only boutique specializing in financial planning, investments, and wealth management. The firm develops customized solutions and investment strategies to meet the needs of each client. In addition to preparing clients for retirement, they expand the traditional advisor relationship to assist clients with an array of financial strategies tailored to their needs. Firm relationships involve individuals, professionals, and business owners.
Noble Wealth Partners is built around honesty, expertise, transparency, compassion, fairness, trust, and a long-lasting partnership with clients to help them with their financial matters, from one generation to the next. Mr. Brainard and Mr. Glenn always act as fiduciaries. This means they hold themselves to the highest levels of integrity, accountability, and their client’s interests always come before those of the firm. Mr. Brainard and Mr. Glenn feel privileged to work with the families who come to them for wealth planning and are passionate about making their lifelong dreams come true.
The Managing Partners
Each co-founder has a diverse background in the financial industry while gaining experience at some of the largest investment management firms in the world.
Jeff Brainard, CFP®, CFS, has been married to his wife, Christa, for 16 years and has three beautiful children. Since 2009, he has served as the head coach for baseball, and basketball at the South Jeffco Sports Association. He is a CERTIFIED FINANCIAL PLANNER and a Certified Fund Specialist. Jeff graduated from the Leeds School of Business at the University of Colorado at Boulder with a degree in Accounting.
Grant Glenn, CFA, CFP®, grew up in Steamboat Springs, Colorado before moving to Denver and marrying his wife, Alisa. Grant was the head coach of the CSU Snowboard team and currently is on the Investment Advisory Committee for CSU’s operating assets. He has the right to use the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER®. He graduated from the School of Business at Colorado State University with a degree in Finance.
Financial Planning: Noble Wealth Partners will act as the personal CFO for each client. Mr. Brainard and Mr. Glenn are happy to partner with clients to pursue their financial success. This entails a breadth of services extending beyond investing and instead incorporates all relevant aspects of the financial planning process.
Retirement Planning: Noble Wealth Partners helps clients save effectively for retirement while minimizing taxes. Prior to retirement, these assets can be a significant amount of an individual’s wealth. Mr. Brainard and Mr. Glenn recognize the importance of having a sound investment plan inside retirement accounts and they provide advice to manage their client’s retirement accounts, even if they are not with Noble Wealth Partners.
Investment Management: Noble Wealth Partners is proud to offer an array of investment solutions designed to meet our client’s needs. The firm believes each client is unique, with different backgrounds, income, tax situations, investment objectives, and individual circumstances. Instead of placing clients in a one-size-fits-all investment, Noble Wealth Partners designs custom portfolios built to pursue the financial dreams of each client.
Education Planning: Education costs have been increasing and student loans outstanding have ballooned in recent years. Planning for education is crucial. Noble Wealth Partners will counsel clients on education savings options, and student loan repayments.
Legacy: The legal and tax environment is constantly evolving, and pragmatic advice is critical. The firm aids business owners, executives, and their families in the area of wealth transfer. The goal is to help clients provide a legacy for their loved ones.
Risk Mitigation: Protecting against unforeseen risks is necessary as these risks often have the potential to eradicate financial plans and savings. Noble Wealth Partners does not sell any insurance products. However, the firm will review the insurance coverage of their clients, to ensure it is necessary and adequate.
For more information about Noble Wealth Partners, please visit www.NWPplan.com.