Brent K. Rehm - D.A Davidson Wealth Management

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in depth process, we recommend the appropriate mix of managed investments paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.

We value your financial future above our financial gain and remain committed to keeping you at the center of everything we do. By understanding you and your opportunities inside and out, together we provide the right solution just for you. Our commitment and accessibility set us apart in the industry. We put our consciousness into your financial health because we understand what financially prepared means when “what ifs” happen. We emphasize the human side of finance with a clear understanding of how to make your money work for your specific life goals. Mosness Wealth & Retirement Planning is preeminent in creating financial effectiveness. Our push toward proactive behavior is the value we bring to you. You above all.