Phillip A. Brancato, CFP®
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“The individual investor should act consistently as an investor and not as a speculator. This means…that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for his purchase.”
– Benjamin Graham
With 27 years of experience as a financial advisor Phil has refined his process of getting to know his clients and their needs. The process involves discovering which life event they are going through; or planning for, and establishing financial and investment goals consistent with his client's objectives and risk tolerance. He works closely with the individual or small business owner to define their goals and assemble all relevant information in order to develop a sound blueprint for action.
Phil's mission is to be indispensable in helping his clients make sensible financial decisions through uncompromising integrity, trust and personalize service. Phil assists clients and prospects who don't have the time, the knowledge, the information or the inclination to manage their money. His clients are typically high net worth families, business owners, retirees, or small companies that want to benefit from goal-oriented investing. He participates in long-term relationships and doesn't focus on individual transactions. He designs detailed financial strategies for his clients and considers their investment needs, their ability or willingness to assume risk, their current and future tax liabilities and personal considerations that might affect their investment decisions. As a Certified Financial Planner™, he can provide comprehensive wealth planning services as well as investment advice.
Phil is a life long of resident of Saint Clair Shores where he is married to his wife Margarette. They have two dogs Maggie and Jim. He loves watching and playing tennis. Phil graduated with a Bachelor of Business Administration from Walsh College of Accountancy and Business Administration and finished his CFP® certification in 2009.