Brett Pattison
Member, Financial Advisor and Portfolio Manager at Iron Gate Global Advisors
Based in Salt Lake City, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Salt Lake City
Industry
Financial Services
Company size
22
Contact information
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b•••••••@igga.com
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Background
About Brett Pattison
If you fail to plan, you are planning to fail!"- Benjamin FranklinIron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah. We have one main objective, to help its clients accomplish their financial goals and build wealth. Our firm is guided by two core principles:1. We work one-on-one with our clients to help them accomplish their financial goals.2. We provide the services, transparency, and results we would want if our roles were reversed.These core principles along with the experience and expertise of our team make Iron Gate Global a truly unique firm. No matter what your current situation may be, Iron Gate Global Advisors can help.In order to simplify the life of our clients, we have a full offering of services including:• Retirement and goals based planning• Financial planning• Portfolio management for individual accounts, trusts, 401(k), and other retirement accounts. • Estate planning• Social Security planning• Tax planning>Please visit for FREE<• Financial goals analysis and plan• Up to date market commentary• Educational library• Monthly newsletterSpecialties: portfolio management, option trading, income investing, risk analysis, investor education, value investing, wealth management, tax planning, growth investing, portfolio modeling, retirement planning, market commentary, global investing, investment advisor.
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