Briant Sikorski
1360 Lake Orange Road
Cedar Grove, NC
27231
Phone:
Email:
(919) 650-1527
I was born into a typical American family, located in a small suburb outside of Detroit, Michigan. By no means were we wealthy but we weren’t hungry either. That all changed when I was a teenager and my father passed away unexpectedly at the age of 49 leaving me, my mother and my three siblings uncertain about our financial future. While we “made it” our lives could have been much improved had my parents planned for the unexpected. Today, as an independent wealth advisor my passion is to ensure that my clients, and their families, never have to go through what I did.
I specialize in helping individuals, corporate executives, and small business owners, at their peak earnings years, plan for the unexpected while transitioning from their portfolio accumulation to portfolio distribution phases. To do so, I follow defined financial planning, investment management and wealth transfer processes giving them the peace of mind knowing that they will never “run out of money”.
I bring over 20 years of financial advisory experience, certification as both an Accredited Asset Management Specialist (AAMS), and Chartered Retirement Planning Specialist (CRPS) and hold a Masters’ degree in Business Administration. My unique combination of education and experience ensures that my clients are heard, respected and understood.
----------------------------------------------------------------------------------------------------------------------------
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. Investment advice offered through Stratos Wealth Partners, a registered investment advisor and separate entity from LPL Financial.
Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.