About Brightleaf
Our story
Our philosophy
Our philosophy
Brett Webb is an experienced financial advisor with over a decade of expertise in the field. He and his wife, Olivia are committed to raising their son Larkin in the small, rural town of Ellerbe. From serving on the board of the Rankin Museum of American Heritage to coaching youth sports, Brett is deeply committed to making life better i
Brett Webb is an experienced financial advisor with over a decade of expertise in the field. He and his wife, Olivia are committed to raising their son Larkin in the small, rural town of Ellerbe. From serving on the board of the Rankin Museum of American Heritage to coaching youth sports, Brett is deeply committed to making life better in their home community and beyond.
An avid outdoorsman, Brett spends his free time fishing, hunting, and nurturing his garden during the summer months. His passion for nature and the outdoors reflects his commitment to providing tailored financial solutions that align with each of his clients' personal needs.
After ten years in the financial industry, Brett made the decision to leave behind the wirehouse firms and join forces with LPL Financial. This partnership allows him the independence to increasingly serve his clients, offering customized retirement planning, business strategies, trust management, and more. Brett's client-centric approach ensures that each individual receives personalized service, guidance and support for their unique financial goals.
With a wealth of experience and a passion for service, Brett is ready to assist you on your financial journey. Contact him today.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial
Our philosophy
Our philosophy
Our philosophy
At Brightleaf Wealth Management, we believe in taking a holistic and personalized approach to investment and financial planning. We understand that every client has unique goals, risk tolerance, and financial circumstances, which is why we tailor our strategies to meet their individual needs.
Our investment philosophy is rooted in diligen
At Brightleaf Wealth Management, we believe in taking a holistic and personalized approach to investment and financial planning. We understand that every client has unique goals, risk tolerance, and financial circumstances, which is why we tailor our strategies to meet their individual needs.
Our investment philosophy is rooted in diligent research, thorough analysis, and a long-term perspective. We focus on constructing well-diversified portfolios that align with our clients' objectives, taking into account factors such as time horizon, income needs, and growth expectations. We employ a disciplined approach to asset allocation, combining strategic and tactical decisions in seeking to optimize risk-adjusted returns.
When it comes to financial planning, we go beyond simple number crunching. We believe that financial planning is not just about seeking to maximizing returns; it's about helping our clients work toward their dreams and aspirations. We take the time to understand their unique circumstances, identify their goals, and develop a comprehensive plan to navigate life's milestones, whether it's retirement planning, education funding, estate planning, or tax optimization strategies.
Transparency, professionalism, and communication are at the core of our client relationships. We strive to educate and empower our clients, ensuring they have a clear understanding of their investments and financial plans. Through regular reviews and proactive communication, we keep our clients informed about their progress and make adjustments as needed.
At Brightleaf Wealth Management, we are committed to acting in our clients' best interests, putting their financial well-being above all else. Our mission is to provide exceptional investment management and comprehensive financial planning services that help our clients pursue their long-term financial goals and plan their financial future.
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