What our clients are saying about us
Boothman Private Wealth Management came highly recommended to me. I wanted a team that took a hands-on approach, would make suggestions, and meet with me at least annually to review. After meeting with Brendon, I felt it would be a good fit for a working relationship. I trust his recommendations are the best options for my situation, and know that my portfolio is being handled in the best way, based on my investment objectives. He is able to connect with other specialists, if need be, and has been able to provide guidance on life insurance policy issues, as well.
The best thing is, I have never felt like just a number. Whatever size portfolio you have, Brendon and his team treat you with the utmost care and attention. They are very down to earth and responsive to questions and inquiries, and will always take the time to make suggestions to suit your portfolio needs. – Susan OM, Business Owner
When I found Boothman Private Wealth Management (BPWM), I was looking for a firm that provided more of a personalized financial service than the firm I was using. My previous firm only seemed interested in selling products, rather than good customer service. I was looking for a team who would take the time to understand my overall financial goals, and work with me on a plan that we could both be comfortable with as a long-term strategy, which is exactly what BPWM has done. Their team is always open and friendly, has provided me with an excellent client service experience, and is quick to respond to questions or concerns and follow up as required.
I can now relax and rest assured that my interests are being managed to meet my short- and long-term goals. They’ve offered me the services and knowledge I need to reach those goals, such as setting up a meeting with their Financial Planning Specialist to develop a comprehensive financial plan, and with Private Banking, Online Services, Will and Estate planning. If you’re looking for a new firm, take the time to meet the team. You will be pleasantly surprised at the solutions that they can provide for you. – Terry D, Professional
Brendon was very receptive and attentive when I approached him in this regard and from the first contact, he explained everything in detail and brought all the information to my level of understanding. Brendon did a complete review of my current situation and discussed my retirement goals and needs with me. He provided frank feedback with relevant projections.
Brendon’s knowledge and engaging personality set me at ease during a difficult transition period. You know that you aren’t just “a client” with Brendon. Brendon truly cares about the people that he serves and he treats each person with the care and compassion that one would imagine he treats his own mother.
In a world filled with abundance of choice and overwhelming volumes of information and assertions, I am so grateful that I chose Brendon Boothman as my financial advisor for his knowledge, experience and most of all for his genuine care and concern for me as a person. Knowing that Brendon “has my back” is a feeling of great security in a world fraught with so much change and financial turmoil. - R.S, Retiree
