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Brandon Catrett | Financial Advisor

Profile img for Brandon Catrett, financial advisor at Ridgeline Private Wealth
Orlando, FL
Brandon Catrett
Financial Advisor
Wealth Advisor at
Ridgeline Private Wealth

Verified Identity

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Allow Me to Introduce Myself
Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. We guide business owners with specialized strategies to reduce taxes and invest wisely so they can build wealth with confidence. - Seasoned financial planning professional passionate about helping families align their finances with their goals and values - Husband and Dad (One Boy and 2 Dogs!) - Lives in West Orlando just a stone's throw away from Universal and the Mouse - Loves to be outdoors, on the water, or traveling to new places with family and friends
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Specialties and Expertise

10
Business Ownership Strategies
Tax Minimization Investment Strategies
High Net Worth Planning
Cash Flow Analysis
Retirement Income
Portfolio Construction
Alternative Investments
Succession Planning
Philanthropic Planning and Giving
Endowments & Charities

Clientele

7
Business Owners
Wealthy Families
Inheritors
High Net Worth Individuals
Retirees
New Investors
Real Estate Agents

Education

1
Southeastern University (Lakeland)Bachelor of Science, Kinesiology; Minors: Business & TheologyYear Obtained: 2018
Quick Facts About Brandon
Years of Experience:5 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Orlando, FL
Brandon Catrett
Financial Advisor
Wealth Advisor at
Ridgeline Private Wealth
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Advisor Disclosure
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced in this communication are available in every state and through every advisor listed. For additional information, please contact the Chief Compliance Officer at 480-779-0127.
Profile last updated: 06-09-2025
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