Brehm Wealth Management
When wealth becomes complex, clarity matters. We help ultra‑high‑net‑worth families and institutions simplify the complexity—coordinating planning, portfolio strategy, bespoke credit, trusts, and philanthropy into a cohesive plan aligned with your values and vision. With $1.6 billion assets under management (as of January 31,2026), we deliver scale, perspective and dedicated service for significant wealth.
Managing significant wealth is complex. We make it simple. Our team builds cohesive strategies aligned with your goals and values, helping you protect, grow, and manage your assets with confidence.
Planning first – A goals‑based plan coordinating portfolios, cash‑flow, trusts/estate considerations, credit, and philanthropy.
Institutional‑caliber investing – Access to Merrill research and due diligence with an emphasis on risk‑adjusted results over full cycles.
Coordination & communication – We collaborate with your legal/tax advisors and provide clear reporting for family and board stakeholders.
Integrated banking – Leverage the banking convenience and tailored credit solutions of Bank of America as part of a cohesive plan.
CEPA®, CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
