ABOUT

Our Mission


We are here to help you build, manage, protect and eventually transition your wealth. At Burgesser Wealth Management Inc. we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Our philosophy is to get you from point A to point B while taking the LEAST AMOUNT of RISK that you have to in order to help you successfully reach your financial goals.

Brent W. Burgesser

Investment/Wealth Advisor

(480) 388-1997

brent@burgesserwm.com

Brent has been a licensed Investment Advisor for over 22 years. Prior to becoming an Independent Financial Advisor in 2012 and establishing Burgesser Wealth Management Inc., Brent spent the majority of his career with Merrill Lynch for 8 years. He worked within the Private Client Group of Morgan Stanley for 4 years, as well as Wells Fargo Advisors where he held the title of Senior Vice President of Investments. He began his career in 1999 at PaineWebber (now UBS) in Scottsdale, Arizona.

He received his bachelor’s degree in Business and Communications from The University of Oklahoma. Brent focuses on portfolio management, tax efficient retirement income strategies, and wealth preservation strategies. His approach is one that emphasizes taking the least amount of risk necessary to realize his client’s financial goals.

Brent is currently working towards his CPWA® Certification (Certified Private Wealth Advisor®). Upon completion of his certification, he will join the ranks of a select few other investment advisors that are associated with Ivy League institutions, specializing in ultra-high net worth clientele.

As a cancer survivor, he's become active within the American Cancer Society, Brain Cancer Society and the Leukemia and Lymphoma Society. He also serves as the President Elect for a 501c3 foundation associated with the Maricopa County, AZ. Chandler - Gilbert Community College, where he also teaches classes in finance and relevant topics.

Brent and his wife Colleen relocated back to Sun Lakes, Arizona to be near family and friends after having spent time living in Dallas, Texas, and Santa Fe, New Mexico. They have a 9 pound Multi-Poo named “Buttercup”, and are active members of the ASPCA. Brent is a member of the City of Chandler Chamber of Commerce. Brent enjoys reading, teaching, and spending time with his family watching movies.






The Firms Behind Burgesser Wealth Management:

Belpointe Asset Management LLC

Burgesser Wealth Management has chosen to partner with Belpointe Asset Management Inc, headquartered in Reno, Nevada.  Belpointe oversees/manages over $3.0 Billion dollars  and in 2020 was  ranked as one of the industries top 300 RIA's in the United States by the Financial Times . Belpointe has advisory offices with wealth managers throughout the country acting as fiduciaries, allowing its advisors the autonomy and independence required for truly placing the interests of clients first. Belpointe custodies and clears through a relationship network of institutional firms. For additional information about Belpointe Asset Management, visit https://adviserinfo.sec.gov/.

Charles Schwab Institutional Advisor Services

Schwab Institutional Services, handles the processing of your transactions. We do not provide investment advice or execute any orders from you. Your financial professional is responsible for determining investment suitability and initiating transactions and investigating and resolving any inquiries you may have about your account.

We have a variety of products. Our cash management services feature unlimited check writing and a Visa® Platinum Debit Card. Our fee-based model enables you to pay a simple fee based on the value of your account, rather than a commission for each transaction, while offering you access to top money managers and choices from thousands of mutual funds available at net asset value (no sales charge). A host of retirement plans are available to fit your needs.

No matter what products you choose, you’ll receive monthly or quarterly statements from Schwab Institutional Services, depending on account activity, as well as tax related documents, depending on your account type.