Brass Tax Wealth Management

Brass Tax Wealth Management, Inc., founded in 2014 and registered as an investment advisor in 2016, is a fee-based financial planning and investment management firm. The firm offers asset management services, including discretionary and non-discretionary options, tailored to individual client goals and risk tolerance. Clients have the flexibility to impose restrictions on investments. BTWM does not act as a custodian of client assets. The firm also provides ERISA plan services, acting as a limited scope ERISA 3(21) fiduciary, assisting plan sponsors with investment decisions. Financial planning services are offered on a fixed fee basis, covering various financial aspects. BTWM may recommend third-party money managers, receiving a portion of the advisory fees. The firm does not require a minimum account size. Investment strategies involve fundamental and technical analysis, with a focus on risk management. BTWM's employees adhere to a Code of Ethics, ensuring client interests are prioritized. The firm does not engage in performance-based fees and discloses any conflicts of interest. Clients receive quarterly account statements from custodians. BTWM has no financial conditions impairing its ability to meet client commitments and has had no bankruptcy petitions in the past ten years.