Brett Wentzell, CFP®, RICP ®, AIF®

Brett’s primary focus is helping clients define their financial and retirement goals and translate them into strategies that create the confidence to achieve them. Brett’s day-to-day client interaction is focused on coaching clients around opportunities and risk, providing ongoing investment advice, and defining financial planning strategies. His professional passion is designing strategies that create sustainable, tax-efficient retirement income. Brett is a Retirement Income Certified Professional^®.

Prior to founding Meritage, Brett worked in Boston for the Financial Advisory Services division of PricewaterhouseCoopers. He moved to Hartford to participate in the financial management leadership development program at Citigroup. While there, he served as AVP of Financial Planning for their international insurance company, gaining global experience working in Latin America, the United Kingdom, Japan, and South Korea. 

Brett is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Accredited Investment Fiduciary^® designation. He holds the FINRA Series 7 and 66 registrations and is a registered representative of Commonwealth Financial Network. He is also a licensed life and health insurance agent. He graduated summa cum laude from Babson College with a double major in Economics and Managerial Finance and earned the Babson Economic Achievement Award.

In his spare time, Brett enjoys travel, fitness, cars, and golf. He and his wife, Wheatley, live in South Glastonbury, CT, with their Norwich Terriers. They consider Vermont, Wheatley’s home state, a second home where they like to hike and visit family. Brett is originally from Shrewsbury, MA.

Contact Brett at (860) 266-1571 or brett@meritagefs.com to discuss the services we offer.