Brett E. Jenson, ChFC®, CFP®, CIMA®, CBEC®
Partner - Private Wealth Advisor
Brett Jenson is 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 his clients in the areas of estate, business succession, retirement, risk management, tax reduction strategies, and investment planning. Brett and his team customize the planning to each of their client’s specific needs, goals, and visions. Brett and his team, work with their client’s existing advisors (CPAs, Attorneys, etc.) to create a well-coordinated effort designed to optimize their client’s financial life.