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Who We Are

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Brian Wyatt, CFP®

Certified Financial Planner

360-386-9887
360-322-7470
brian@wyattwm.com

It takes many years and specialized training to become an experienced and proficient financial advisor. Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, retirement, and more. Brian Wyatt is a fee-based advisor and fiduciary who seeks to guide his clients in making smart financial decisions through education, customized strategies, integrated technology and personal service. Brian Wyatt grew up in the beautiful town of Yakima, WA. He graduated in 1994 from Central Washington University with a Bachelor of Science degree in Accounting and worked for 10 years as the controller of Drotzmann Trucking Company in Yakima.

Brian began his financial advisor career as a Portfolio Manager in 2006 and moved to Arlington, WA in September of 2011. He then earned his CFP® (Certified Financial Planner) in 2013.

Brian builds comprehensive financial plans for his clients and complements them with creative and effective management of their investment portfolios to meet each client’s unique needs.

Brian and his wife Brenda, love living in the Pacific Northwest with their two children. His hobbies include spending time with his family and friends, and bowling with his wife, Brenda. Brian is also an avid collector of comic books.

Brian photo cropped.jpg

 
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Gail Martin

Client Services and Office Manager

360-386-9887
gail@wyattwm.com

Gail has worked in client services for over 10 years. She assists Brian in managing the daily operations of the office and in the preparation of documents, opening of accounts and processing transactions. Her favorite part of the job is working with the clients who she cares for at a personal level and is thankful for the relationships that have developed over many years.

She and her husband Jim reside in Marysville. They have 4 children and, as of this writing, 11 grandchildren. They are her greatest joy. 
Gail and Jim are both involved in their local church where Jim serves on the pastoral staff.  They enjoy traveling to their favorite destinations (wherever the grandchildren are), taking long walks, and enjoying time with friends.

 

Strategic Alliance

Wyatt Wealth Management uses TD Ameritrade to hold, safeguard, and maintain accounts for their clients. TD Ameritrade performs functions such as trading, tax reporting, client statements, online access, distributions and other administrative services. Clients receive a statement from TD Ameritrade and all financial transactions run through this custodian. Wyatt Wealth Management manages the portfolios, and the custodian holds the funds and performs the administrative tasks as they maintain your accounts.

 

Who We Are

  • Our Team
  • Why Are We Different?
  • Credentials

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 360-386-9887
Fax: 360-322-7470

Email: brian@wyattwm.com

3710 168th Street Northeast, Suite B 202, Arlington, Washington 98223

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BBWYATT LLC dba Wyatt Wealth Management

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wyatt Wealth Management and our staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your adviser prior to implementation. Advisory services are offered by Wyatt Wealth Management a Registered Investment Advisor in the State of Washington.  Wyatt Wealth Management is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.  
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. 
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. 

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The inclusion of any link is not an endorsement of any products or services by Wyatt Wealth Management. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. 

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