Brant Wiehardt

About Brant Wiehardt

When you were promoted/recruited into your current corporate leadership position, did the board get together and craft a retirement package that specifically aligned to YOUR wealth plans? I\'m guessing the answer is NO. Commonly, the retirement package you were given is not unique to you and your financial priorities. If you are anything like many of my clients, a meaningful portion of your net worth is dependent on the performance of one stock. 2020 and the first half of 2022 have made it clear that the value of many stocks can decline quickly. The BIG problem for executives is the lack of a proper strategy when it comes to owning a single stock. You may want to… Send your kids to school Buy that vacation home Diversify into real estate or other investments Retire soon Pass a legacy onto your children and grandchildren Typically one thinks, I\'ll sell the shares of stock and diversify. On the other hand you are paralyzed by the thoughts of capital gains taxes that will be attached to liquidating your stock that has grown so much in value. Followed by further hand wringing about paying substantial capital gains taxes just to free up cash to buy that vacation home, send your kids to school, diversify into income producing real estate, etc. Through my process, my team and I deliver a strategy to help address those tax effects, properly diversify your portfolio and equity compensation to create alignment between your assets and your financial priorities. If you are ready to feel confidence and more control over your wealth plans I invite you to message me to setup a brief call. Office:(40••••••60 Email: b••••••••@ml.com *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on

Experience

1. Financial Advisor, Vice President

   Merrill Lynch

   Aug 2020 — Present

Education

• University of Arizona

  Bachelor's Degree

  1995 — 1999