About the Aurum Brett Team
At the heart of our approach is a commitment to helping our clients achieve their financial goals. We build collaborative relationships with our clients so that every decision aligns with their unique needs and personal objectives. To provide a cohesive, informed financial roadmap, our comprehensive strategy encompasses financial planning, estate planning, and tailored investment strategies. For those approaching retirement, especially in the critical five years leading up to it, having a comprehensive strategy becomes paramount. We are able to support during this retirement transition by fine-tuning financial plans, solidifying investments, and ensuring a smooth transition from earning a paycheck to living off savings.
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Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded 10/1/25 for the period 3/31/24-3/31/25. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.