Brodie Wealth Management

Brodie positions itself as a multi-family office, offering financial planning, estate planning, tax coordination, philanthropic strategy, and intergenerational wealth transfer guidance. Its service model is designed to function as a central hub for a family's financial life.

The firm uses a customized allocation approach rather than model portfolios. Client portfolios are built around individual risk tolerance, tax situation, and liquidity needs, using direct indexing for tax efficiency in taxable accounts. Alternative investments are included through vehicles like private equity and real estate funds.

The firm targets high-net-worth families, business owners, and professionals in the Intermountain West region. Its multi-family office structure allows it to serve clients who have complex financial lives but may not meet the minimums required by a dedicated single-family office.

Yes. The firm is a registered investment advisor (RIA) and thus operates under a fiduciary duty to act in clients' best interests. This covers all advisory services, including investment management and financial planning.

The firm does not publicly disclose minimum asset requirements. Its multi-family office model is typically suited for clients with at least several million dollars in investable assets, though exact thresholds are not publicly available.