Stanley Brannum Wealth Management Group

Financial planner in Fort Worth, TX (show on map)

Stanley Brannum Wealth Management Group provides disciplined, client-centered financial guidance for multi-generational families to build, manage, preserve, and transfer wealth.

Call (817) 661-0560

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About

Stanley Brannum Wealth Management Group provides comprehensive financial services including investment advisory, retirement planning, estate planning, risk management, and business banking solutions. With a focus on clear communication and proactive planning, the firm helps clients navigate complex financial landscapes to achieve their long-term goals.

Client-centered financial guidance

Multi-generational wealth planning

Comprehensive suite of services including investment advisory, retirement planning, estate planning, and business banking

Services

Investments

Advisory services, discretionary trading programs, third-party management, and assets under management fee structure.

Client-driven approach Discretionary trading programs Third-party management options

Retirement Planning

Comprehensive retirement planning including analysis, stress testing, implementation, and ongoing review.

Analyze current retirement strategy Stress test against market conditions Implement recommended changes Ongoing review and adjustment

Business/Banking Services

Employer retirement benefits, cash management, leveraged buy-out proposals, and business monetization strategies.

Employer retirement plan design and management Cash management solutions Leveraged buy-out analysis Business monetization strategies

Risk Management

Long-term care planning, captive insurance, key-man insurance, and life insurance solutions.

Long-term care cost analysis and planning Captive insurance setup and management Key-man insurance protection Life insurance for income/asset replacement

Trust/Estate & Fiduciary Services

Asset protection planning, philanthropic giving, corporate trust management, and beneficiary designation strategies.

Estate tax projections and planning Philanthropic giving options (QCDs, donor-advised funds) Corporate trust management and oversight Beneficiary designation and power of attorney management

Credentials & Certifications

CFP®

Since 2011

CRPC™

Since N/A (implied by role)

Frequently Asked Questions

What is the Platinum Council Award? +

The Platinum Council Award is a distinction given by Wells Fargo Advisors Financial Network to a select group of financial advisors based on business production, professionalism, and completion of educational components.

How does Stanley Brannum Wealth Management Group approach retirement planning? +

The firm provides a comprehensive retirement planning process that includes analysis, stress testing, implementation, and ongoing review to ensure realistic expectations and alignment with client goals.