Brett Colbert
Your Partner Dedicated in your Financial Journey
Brett colbert
Financial Paraplanner
Hometown:
Rochester, NY
What qualities make you best at your work?
I am very analytically based and operate by finding patterns in everything I see and do.
How should people think about their wealth?
Think about where you want to see yourself down the road and ask your advisors what would it take to get you there.
How do you spend your time outside of work?
By spending time with friends and family and listening to music.
What accomplishments are you most proud of?
Being the first male in my family to graduate from college.
“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively”
Education
- St. Bonaventure University – Bachelor’s Degree in Finance with a minor in Economics
Recent Insights
[Cup of Joe] Passive vs Active Investment Strategies
November’s Cup of Joe looks at passive and active investing, how each works, and when...
Gray Divorce: Rebuilding with Clarity & Confidence
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Running a Business? Don’t Miss These 5 Signs Your Finances Need Attention
When you're running a business, your own financial health can easily fall to the bottom...
Argent Bridge Advisors’ Eric Ashburn Recognized as a 2025 Five Star Wealth Manager
October 2025 – Vienna, VA – Argent Bridge Advisors is proud to announce that Eric...
The 5 Players and Money Moves That Can Make or Break Your Business Exit
I recently saw the new F1 movie with Brad Pitt, and it was a reminder...
Year-End & Beyond: Tax Planning Strategies for High-Net-Worth Families
As we approach year-end, many families are asking how to make the most of 2025...