Behl Wealth Management

Our Story

At Behl Wealth Management, we believe that thoughtful, detailed planning can help create a life that you enjoy. We understand that the complex world of finance can be overwhelming, which is why we're dedicated to providing personalized financial guidance to help you achieve your goals.

Our Approach

Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we take the time to understand what truly matters to you and your loved ones. Once we've established your goals, we'll develop a customized financial plan designed to meet your needs, wants, and lifestyle.

Our Services

At Behl Wealth Management, we offer a range of services to help you achieve your financial goals. Our comprehensive financial planning services include:

Tax Planning

We'll help you develop a multi-year strategy to minimize taxes over the course of your lifetime, ensuring that you keep more of your hard-earned money.

Withdrawal Strategy

We'll coordinate withdrawals from all types of accounts, including pensions and social security, to ensure that you have a steady income stream in retirement.

Retirement Planning

We'll help you develop a detailed strategy to map out your path to retirement and stress test the results using cutting-edge technology.

Estate Planning

We'll ensure that you have the right documents in place to reflect your wishes and intent for the next generation.

Education Planning

We'll help you develop strategies to reach your goals for your children and grandchildren.

Investing

We'll provide customized investment advice tailored to your risk tolerance and goals, with a focus on risk-adjusted returns.

Our Team

At Behl Wealth Management, we pride ourselves on our experienced and dedicated team of professionals. Our team includes:

• Brian Behl, CFP, CRPC, Founder & Financial Planner
• Andrew Polzin, CFP, Associate Advisor
• Kristopher Sharpe, Chief Compliance Officer & Director of Operations

Who We Serve

At Behl Wealth Management, we serve a variety of clients, including:

• Retirees: Those who have worked hard in their careers and are ready to relax and celebrate, but need guidance on transitioning to a fixed retirement income.
• Those Nearing Retirement: Those within 5-10 years of retirement, who need guidance on confirming retirement readiness, guiding important decisions regarding Social Security, pensions, taxes, and more.
• Busy Professionals: Those juggling busy careers, financial responsibilities, and families, who need help navigating the financial aspects of their lives.

Get Started

Ready to take control of your financial future? Schedule a call with us to start building a personalized financial plan that fits your current life stage.