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Brodie Wealth Management
Brodie Wealth Management LLC provides financial planning focused on clear thinking, careful analysis, and respect for the numbers. Founded by David Brodie,...
Brodie Wealth Management
Brodie Wealth Management LLC provides financial planning focused on clear thinking, careful analysis, and respect for the numbers. Founded by David Brodie, CPA, the firm blends tax and accounting expertise with knowledge across securities and insurance. As a Registered Investment Adviser it acts as a fiduciary, placing clients’ best interests first, and offers investment management, retirement solutions, tax planning, estate planning, and services for business owners.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Cary
Corporate office
Salt Lake City, UT, United States
Principals
David Brodie
CPA
Sector focus
Frequently asked questions
How does Brodie Wealth Management construct client portfolios?
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.
Is Brodie Wealth Management a fiduciary?
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.
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