Brian Magnan
Director
Magnan Family Wealth Management of Great Lakes Asset ManagementAbout Brian
For three decades Brian has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve. Brian A. Magnan began his career as a financial advisor on August 30, 1993 when the Dow Jones Industrial Average closed at 3,643. As Director of Magnan Family Wealth Management, he provides total, coordinated investment planning and investment management services for a small group of affluent families, corporations, executives and non-profit organizations. His services are designed to help integrate your investments to your income tax, liabilities management, estate, retirement, insurance, and investment planning. In this capacity, Brian leverages Wells Fargo Advisors Financial Network’s open architecture platform of traditional and alternative opportunities. Brian holds a BS in Finance from Western Michigan University, is a CERTIFIED FINANCIAL PLANNER® practitioner and an Accredited Investment Fiduciary®.
Areas of focus
Credentials & background
Designations
Education
Bachelors Western Michigan University (1993)
Clients served
Regulatory
The firm
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us: Time – to get to know you and what matters most to you and your loved ones A personalized investment plan tailored to your unique life goals Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance Holistic, big-picture advice throughout your financial journey Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy. Put your financial future into focus today. Contact us to get started on a personalized investment plan.
2056 Westings Avenue, Suite 540, Naperville, IL 60563$20B assets under management