Left Brain Wealth Management, LLC
Financial institution, Investment company in Naperville, IL
- Address
- 215 Shuman Blvd #304, Naperville, IL, 60563
- Phone
- (630) 547-3316
- Website
- leftbrainwm.com
About Left Brain Wealth Management, LLC
An SEC-registered investment advisory firm serving rising affluent and high-net-worth investors with customized portfolios, active portfolio management, and tax and retirement planning. The team includes investment advisors and an in-house research analyst group, and uses a securities evaluation application called Jarvis, which also lends its name to a regular investment newsletter. Client assets are custodied with Charles Schwab and Interactive Brokers, and the firm publishes model portfolios, research reports, investor education videos, podcasts, and an annual market outlook, Noland Langford's Notes. Offices are located in Naperville and Miami, with clients across multiple states.
Founded in 2014 and led by President and CEO Noland Langford, MBA, CFP. The firm marked its 10-year anniversary with a celebration featured on its site.
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