Inbound/Outbound Planning, Tax Planning, Investment Management With Global Considerations, Financial Transition Management
Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services. Today, Wealthstream Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst® and Personal Financial Specialist.
A fee paid by the client on the assets we manage is our sole form of compensation.
Brenna McLoughlin is a Senior Advisor and Shareholder at Wealthstream Advisors who takes great pleasure in building relationships with clients and drawing upon those relationships to find ways to help them achieve their goals. Brenna works with clients to gather details about their investments, income, expenses, taxes, estate planning, and insurance, and uses this data to create cash-flow projections and other analyses that help clients visualize a financially independent future. A key component of her role is researching and proposing financial-planning opportunities that may have a positive impact on clients’ lives. Brenna also loves getting to know clients’ children and helping them make informed decisions with regard to their own savings, expenses, debt, and investments.Contact this advisor