Eric Brief, Theresa Osterberger, Rick Stewart and Kyle Stewart
Financial Advisors
The three financial advisors and Senior associate with The Brief - Stewart Private Wealth Group of Wells Fargo Advisors in Boca Raton have more than 100 years a combined of experience. “That’s pretty significant,” says Eric Brief, Senior Portfolio Manager and Managing Director - Investments. “Four people is a sweet spot. We’re not ultra large. We keep our heads down and focus on what’s important. We construct and manage client portfolios and provide a high level of touch and service.”
The group works with high-net worth individuals, families, charities and trusts. “We’re proactive not reactive,” says Brief. “We’re smart on our clients’ behalf. We consistently try to avoid pitfalls and seek opportunities.”
“It’s a simple philosophy that we’ve followed for years. We put our clients first,” says Rick Stewart, Senior Vice President - Investments. “We specialize in providing tailored advice and forward-thinking ideas that address clients’ specific circumstances. Above all, we are passionate about our work and believe that trust is paramount to building enduring and mutually rewarding relationships”
Most of their relationships are longstanding. In fact, many of their clients have been with them more than 25 years and span multiple generation. “We have a very high retention rate, which is rare in our industry. We pride ourselves on those kinds of relationships,” says Brief. “We try to wrap our arms around clients and address their financial and emotional goals and objectives.”
Prospective clients seek them out. “They do that because friends and family refer them to us. That’s because of the confidence we deliver to clients,” says Brief. “Whenever a client gives us a referral, we believe it means they approve of the work we do for them. They’re willing to share us with people that they’re close with. We’re reminded whenever we get a referral that we’re doing this right.”
Vice President - Investments, Kyle Stewart agrees. “We’re the quarterback of their financial lives,” he says. “We guide them on their investments, estate planning and tax efficient strategies. Our investment planning-based approach provides the flexibility to make adjustments and keep clients on track though varying market cycles.”
The Brief - Stewart Private Wealth Group of Wells Fargo Advisors, 5355 Town Center Road, Ste. 1000, Boca Raton, 561-394-7535, briefstewart.com
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR 1122-01808
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