A complete list of active advisors currently associated with Bryant Wealth Management, Inc.

Warmer can help you find a great advisor at Bryant Wealth Management, Inc. or one who fits your needs even better.

The firm provides financial planning and portfolio management to individual clients — including trusts, estates, and retirement plans — and to small businesses such as corporations and sole proprietorships. Its financial planning work focuses on cashflow and net worth analysis, funding projects, savings and financing scenarios, and it also offers ongoing discretionary investment supervisory services (about $3.3 million in discretionary AUM reported as of December 31, 2024). The firm’s investment approach combines qualitative and quantitative analysis to construct diversified portfolios based on strategic asset allocation and flexible risk-weight targeting, drawing on annual reports, prospectuses, SEC filings, rating services, and external research. Implementation strategies span long- and short-term purchases, trading, and option writing (including cash‑secured puts and covered calls). Noteworthy features disclosed in the brochure include an arrangement with an insurance intermediary to offer life insurance products and the receipt of commissions for insurance sales, a disclosed potential conflict of interest. The firm also conducts bill‑paying, bookkeeping, and financial management consulting (using QuickBooks Online Accountant access) as a separate line of business and maintains an institutional custodial relationship to access institutional trading, custody, and reporting tools.

To learn more about the advisors currently working at Bryant Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.