Brian Gaffney
Brian entered the financial industry over 27 years ago with the love of investing and the possibility that what people work so hard for may be protected through comprehensive wealth management. Being a college level athlete and now coaching his two boys in their own athletic goals, Brian also embraced the idea of working as his clients financial head coach. At IHT Wealth Management, Brian coordinates the services of all professionals (CPAs, estate attorneys and insurance planners) to design his clients’ financial strategies situations and all they want to accomplish to work towards managing the intended goals.
Brian strives to develop financial strategies for his clients that take on the least amount of risk and generate the greatest potential return. He pursues this by understanding what is important to his clients both personally and financially and believes communication is a vital component in the relationship he has with his clients. Delivering advice based on a long history in the market also helps to instill in his clients the confidence that they are making informed decisions. Markets fluctuate but Brian’s highly personalized client service experience helps him work together with his clients towards their intended goals.
Prior to joining IHT Wealth Management Brian spent several years with prestigious firms like GMO, Merrill Lynch and A.G. Edwards & Sons, Inc., building on clients’ investable assets.
Brian is involved with a wide range of town activities such as the youth soccer, hockey, and baseball clubs. Brian and his wife Michelle, a 2nd grade teacher in Braintree, have two sons, Colin, and Andrew.
Registrations
- Accredited Asset Management Specialist (AAMS)
- Series 7 held with LPL Financial and Series 66 held with LPL and IHT Wealth Management
- Life, Accident, & Health Insurance licenses
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management