Brian J. Smith, CFP®, AIF®
Senior Vice President, Investments
I am pleased to share that B. Riley Wealth has an office right here in Quakertown, my hometown. My longtime colleague, Deb Mann, and I are pleased to serve families, business owners, and retirees throughout the Bucks County area and beyond. Our partnership with B. Riley Wealth reflects a shared focus on the financial well-being of our clients. The firm provides investors with the products, tools, and opportunities needed to support a comprehensive financial plan. That alignment is at the heart of everything we do.
B. Riley Wealth was founded in 1996 to serve the financial needs of individuals, families, businesses and institutions, non-profits, trusts, foundations, and endowments. I look forward to introducing both current clients and new contacts to the expansive suite of wealth management solutions and in-house expertise available here.
More information about the firm, our services and our qualifications can be found in the About Us section of my website. Please call or email me or Deb to schedule a conversation or meeting to discuss how we can help you achieve your financial goals.
Senior Vice President, Investments
bjsmith@brileywealth.com
(267) 424-2961
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.