Brett Larson serves as a Wealth Advisor at Keating & Associates, where he leverages his extensive expertise in financial planning and investment management to empower clients, particularly business owners and entrepreneurs, to achieve their financial goals. With a strong foundation in fundraising, philanthropy, and strategic...
Brett Larson serves as a Wealth Advisor at Keating & Associates, where he leverages his extensive expertise in financial planning and investment management to empower clients, particularly business owners and entrepreneurs, to achieve their financial goals. With a strong foundation in fundraising, philanthropy, and strategic communications, Brett is adept at crafting tailored financial strategies that align with his clients' unique circumstances and aspirations. His role encompasses a broad spectrum of consulting and financial planning services, where he focuses on wealth accumulation, preservation, and transfer strategies that are essential for long-term financial health.
At Keating, Brett is actively involved in key projects that emphasize planned giving and major gift development, helping clients navigate the complexities of charitable contributions while maximizing their philanthropic impact. His proficiency in policy analysis and editing further enhances his ability to communicate effectively with clients, ensuring they are well-informed and confident in their financial decisions. Additionally, Brett utilizes social networking and social media platforms to engage with clients and the broader community, fostering relationships that are vital for successful wealth management.
Brett’s commitment to student development and community engagement reflects his belief in the importance of giving back, which resonates deeply with the core values of Keating & Associates. By integrating his diverse skill set with the firm’s comprehensive financial services, Brett Larson not only helps clients build and protect their wealth but also contributes to the legacy of financial stewardship that has been a hallmark of Keating since its inception in 1975.
