Fort Worth, Texas, United States
26 Years in Traditional Financial Planning and Wealth Management and 9 Years in Crypto. After a career on Wall Street, D.B. founded Brenton Private Wealth Advisors in February 2011 in Fort Worth, Texas. BRENTON is a fiduciary investment advisory firm that specializes in building "Simple. Elegant. Powerful." investment portfolios and financial planning solutions for people who are serious about their money -AND- serious about making the world a better place. Working in close partnership with a nationwide network of sophisticated tax, legal and banking professionals, and their client's own outside advisors, BRENTON custom builds solutions in the following areas: - Investing - Tax Planning - Retirement Income Planning - Wealth Protection - Estate Planning & Wealth Transfer - Philanthropic Planning & Impact Investing Brenton Private Wealth Advisors focuses on turning client goals into reality, allowing our clients to focus their time and energy on the things in life that matter most to them; their family, their friends, their business, their health, their church, their community, their hobbies. Visit www.brentonwealth.com to learn more about our "Simple. Elegant. Powerful." strategies for building and protecting wealth.
Investment advisory services offered through Independence Square Holdings LLC, a Registered Investment Advisor. Daniel B. Geehan is an Investment Advisor Representative of Independence Square Holdings LLC and the Managing Member of Brenton Private Wealth Advisors. Brenton Private Wealth Advisors is a separate entity from Independence Square Holdings LLC.
As head of the Private Client Group at R.F. Lafferty & Co., D.B. was responsible for overseeing the build out and delivery of sophisticated financial planning and investment management solutions for the firm's most affluent clientele.
Primarily worked with near retirees, retirees and small business owners in the areas of investment management, income planning and insurance.
Worked to uncover distressed assets and corporate trade opportunities at Fortune 1000 companies in the Airline, Energy & Utilities and Computer Hardware Manufacturing industries through aggressive research and diligent phones sales.