Bengtson Wealth Management | Ameriprise Financial Services

"I have known Brett for over a decade and have been very thankful to have him as our family’s financial advisor for the last few years. Brett is responsive, organized, well informed on a variety of financial topics, and a pleasure to interact with. He has been a calming voice in complicated and uncertain times and is someone that we know we can count on when needed. I personally work in the financial services industry, interacting with a hundreds of financial advisors regularly and it is no coincidence that our family has chosen him to help with a variety of financial planning needs. Thank you for what you do Brett!"

"BWM is a great option for those who are looking beyond the normal avenues of investing. Brett’s yearly review of our finances and goals is always comprehensive. He has made several suggestions for investment vehicles and takes the time to thoroughly explain the risks and objectives in plain English. Brett is a wonderful person and wealth manager. My wife and I have felt comfortable with him from the start."

"Brett is very comprehensive in his work as our financial planner. He did a detailed review of our finances and helped us pick plans that will lead to our financial goals. He is quick to respond to an inquiry and follows up to ensure we are satisfied. He is also very knowledgeable about options for investing and offers proactive advice. I highly recommend him."

"Brett takes the time to find out your specific financial goals and sets up a plan to get you there. I appreciate how he initially meets with you and follows up yearly to make sure everything is still going smoothly and to see if any of our needs have changed. He takes the extra step in appreciating his clients with different client functions that are always nice and thoughtful. I highly recommend Bengston Wealth Management he makes time and pays extra attention to you and your needs."

"I would highly recommend Bengtson Wealth Management! I am glad to have Brett helping my family and me plan for our future. He is very knowledgeable, provided us many investments options, was very good at explaining things in a non-technical way that made it easy to understand, and is always available should questions arise. He was very thorough and helped us look at the overall “big picture” and get all the financial puzzle pieces of wealth management lined up and organized for us. In addition, he has set out a plan for consistent reviews of our objectives in the future. He is also very active in the community!"