Financial planning tailored to your goals

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

At the Brandt Wealth Management Group, we're seasoned portfolio managers and wealth planners, but to our clients, our true value lies in our deep understanding of what's important to them.  We, too, believe in family, hard work and legacy.  That's why we are engaged not only in their financial lives, but also in the everyday future they envision for themselves and their loved ones.

Over time, we will help you see the big picture so you'll gain more confidence in your financial decisions.  Whether your goals include business succession planning, tax-efficient retirement income, the long-term care of aging parents or a multigenerational estate plan, we'll deliver a comprehensive strategy and the dedicated service to see it through.  With decades of experience throughout many market events, we're well-positioned to help you plan today and enjoy tomorrow.

  • Marcus Brandt Profile Photo

    Marcus Brandt

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MN
    • MO
    • NC
    • NY
    • OH
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WI

    Marcus focuses on comprehensive financial planning for our clients.  He works closely with professionals and retirees from a variety of industries.  Marcus works with business owners and professional athletes, helping them with retirement planning, insurance needs, locating more cost effective loan opportunities and aligning appropriate investment strategies.  His consultative approach allows him to evaluate their options carefully to ensure they're working strategically with their overall life plan.  As a Portfolio Manager, Marcus focuses on utilizing the appropriate risk mitigation tools and theme based investment strategies to create unique portfolios.  Marcus enjoys spending time in nature, traveling and cheering for the St. Louis and Arizona Cardinals.

        • Chartered Retirement Planning Counselor℠
        • Portfolio Manager
        4800 N Scottsdale Road
        Suite 4500
        Scottsdale, AZ 85251
      • Sabrina Prasil Profile Photo

        Sabrina Prasil

        Senior Client Associate

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        • AZ
        • CA
        • IL
        • MO
        • TX

        Sabrina began her career with UBS in 2005 after graduating from DePaul University with a B.S in Finance. She recently joined the Brandt Wealth Management Group with her primary responsibilities in account maintenance and processing the day to day needs of clients. Sabrina is passionate about client service and does all she can to make a client’s life easier. Truly believing that no task is too little or undeserving of her attention, she maintains a proactive and diligent approach to details that gives clients a keen sense of security and confidence. She holds FINRA Series 7, 9, 10 and 66 licenses.  Sabrina moved to Arizona 2 years ago with her husband, Tom.  Together, they love spending time with friends and family, traveling and being outdoors. 

          • DePaul University, B.S. Finance
            4800 N Scottsdale Road
            Suite 4500
            Scottsdale, AZ 85251

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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