Drew Brignac
Independent Financial Advisor @Mainsail Asset Management
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WORK HISTORY
Independent Financial Advisor @Mainsail Asset Management
Birmingham, AL, US
Mainsail Asset Management LLC is a Registered Investment Advisory (RIA) firm. Our highest value to clients is helping them organize, prioritize, and manage their life’s goals in harmony and concert with their financial resources. We believe the best results for clients are achieved by carefully building a wealth management plan and then following this roadmap consistently over time.We are expert & independent financial advisors. We are financial advisors with the heart of teachers and consultants. We are Certified Public Accountants (CPA), Certified Financial Planner and Accredited In Business Valuation (ABV). We always have a “fiduciary duty” to our clients. As a fiduciary, we are required to act in your best interest. We are fee-only financial planners and offer fixed annual fees. We do not sell any products. Our goals are aligned with our client’s goals and our recommendations put client interest first.We focus on business owners. Our backgrounds as CPAs uniquely positions us to help business owners with retirement plan optimization, tax minimization, and business valuation issues. We hold business valuation credentials and help clients maximize business value, and can help clients with business transitions and exit planning.
EDUCATION
The University of Alabama
Accounting, Accounting
ABOUT DREW BRIGNAC
We bring clarity, simplicity and efficiency to your financial life through financial and tax planning. We define wealth management as a simple 1, 2,3 formula. Our Proven Wealth Management Formula (WM)= Investment Consulting (IC)+ Advanced Planning (AP)+ Relationship Management (RM) 1. Investment Consulting (IC) is the astute management of investments over time to achieve financial goals. We recommend, implement and monitor best in class investment portfolios. We work hard to ensure your portfolio captures market returns, is tax efficient, cost effective and serves your financial plan. Advanced Planning (AP) goes beyond investments to look at all the other aspects that important to your financial life. We break it down into four parts, wealth enhancement, wealth transfer, wealth protection and charitable giving. As CPAs, we specialize in tax planning- never pay more taxes than you are required. Relationship Management (RM) is the final element. We work to foster solid, trusted relationships with clients. We also manage a network of other financial professions, experts we can call in to address specific client need such as attorneys and accountants.
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