Brett Ramsay
Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives. Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke's Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients, and wanted to be able to provide more comprehensive support and guidance to help them pursue their goals. Lern more here .
Articles by Brett Ramsay
- Money & Life
Scam-Proofing Mom and Dad: Your Guide To Protecting Aging Parents From Fraud and Identity Theft
We will outline what to watch for and how to help your family and friends feel more confident in spotting red flags before it’s too late.
- Money & Life
Inherited an IRA? These 2025 Rule Changes Could Impact Your Taxes
The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties.
- Money & Life
Don’t Let Thieves Steal Your Refund – Tax Season Security Tips
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name #taxes
- Multimedia
How the Classic Game of Tic Tac Toe Can Help You Navigate Financial Decisions
Asking key questions such as When do I need my money? How much do I need? and Where should I invest? #retire