Brett E. Jenson, ChFC®, CFP®, CIMA®, CBEC®
Founder - Private Wealth Advisor
Brett Jenson is a Founder and a Private Wealth Advisor with Method Wealth. He is also affiliated with Sagemark Consulting, a marketing name for Osaic Wealth, a full-service wealth management firm dedicated to assisting successful business owners, executives, professionals, and retirees in developing comprehensive solutions to decisions regarding their wealth.
Mr. Jenson and his team of specialists help their clients in the areas of estate, business succession, retirement, investment management, risk management, tax reduction strategies, and . Brett and his team customize the planning to each of their client’s specific needs, goals, and visions. Brett and his team work as a Virtual Family Office structure, integrating with their client’s existing advisors (CPAs, Attorneys, etc.) to create a well-coordinated effort designed to optimize their client’s financial life.
He holds the following designations:
- ChFC ® (Chartered Financial Consultant)
- CFP ® (Certified Financial Planner)
- CIMA ® (Certified Investment Management Analyst)
- CBEC ® (Certified Business Exit Consultant)
He has been a subject matter expert for the CFP ® Board of Standards in development of the CFP ® Board Exam.
In his free time, Brett enjoys spending time with his family, being outdoors, coaching and playing basketball, golf, snowboarding, wake surfing, hiking, and classic cars. He finds great enjoyment in giving back to others and serving in and outside of his church.