Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Michael Lortie is an investment advisor representative at CW Advisors, LLC based in Boston, MA. Brendan is a Certified Financial Planner and holds a Series 65 license. Brendan works primarily with high-net-worth individuals, charitable organizations, corporations, and other businesses. Brendan has experience in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
02/13/2024 - Present
CW Advisors, LLC (BOSTON MA)
BC
Issued 08/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Brendan Lortie is the right advisor for you? Invested Better is here to help.
