Brett Pattison

About Brett Pattison

If you fail to plan, you are planning to fail!\"- Benjamin FranklinIron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah. We have one main objective, to help its clients accomplish their financial goals and build wealth. Our firm is guided by two core principles:1. We work one-on-one with our clients to help them accomplish their financial goals.2. We provide the services, transparency, and results we would want if our roles were reversed.These core principles along with the experience and expertise of our team make Iron Gate Global a truly unique firm. No matter what your current situation may be, Iron Gate Global Advisors can help.In order to simplify the life of our clients, we have a full offering of services including:• Retirement and goals based planning• Financial planning• Portfolio management for individual accounts, trusts, 401(k), and other retirement accounts. • Estate planning• Social Security planning• Tax planning>Please visit for FREE<• Financial goals analysis and plan• Up to date market commentary• Educational library• Monthly newsletterSpecialties: portfolio management, option trading, income investing, risk analysis, investor education, value investing, wealth management, tax planning, growth investing, portfolio modeling, retirement planning, market commentary, global investing, investment advisor.

Experience

1. Member, Financial Advisor and Portfolio Manager

   Iron Gate Global Advisors

   Oct 2014 — Present

   Mr. Pattison is working his dream job - he is a small business owner focused on helping people. He helps people understand and accomplish their financial goals through proper portfolio management and analysis. He has several roles at Iron Gate Global Advisors including:• Financial Planning: Working with clients to understand where they are in accomplish financial goals.• Portfolio Management: Builds and manages portfolios of stocks, ETFs, options, and fixed income (bond) products. • Market Commentary: Provides monthly market commentary so that clients understand exactly what Iron Gate believes is happening in the global markets. • Marketing: Provides real time market and personal finance updates via emails, Twitter, LinkedIn, and other social networks. Most importantly, Mr. Pattison enjoys working one-on-one with clients to help them feel comfortable about where they are financially. Reducing stress, providing clarity and helping individuals through the good and hard times is the most enjoyable part of what he does. For more information go to

Education

• University of Utah

  Bachelor of Science (BS), Business Administration and Management, General

  2002 — 2005