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Our Legacy



A culture is created by the core values you live on a daily basis.  Not necessarily the core values that each company has hanging on their wall; your real culture is the core values your people live daily.

Brian Willet

Core Values

#ServantLeadership

It's all about how we interact with others. We build habits to serve others before ourselves.

#PlayWithConfidence

It's all about our attitude. We control our own mindsets. It's always better to play with confidence.

#ThinkInnovation

We're about creating what has never been created before, improving what can be improved, and pursuing new ways of doing things.

#FearlessMindset

"Never let the fear of striking out get in your way." - Babe Ruth

#DeliverJoy&Peace

We're all about delivering results. Not just tangible; we go beyond tangible to the intangible. Ultimately, we want our clients to feel joy and peace from our services.

The History of 

Beyond Tangible Wealth

"I'm honored by all the great coaches and mentor's that have invested in my life to help me become the person I am.  I'm excited to invest in many lives as their mentor and coach to share what I have learned and serve others." ~ Brian Willet

Timeline

2007


Brian starts as an intern for Financial Advisor Bill Rathe

2008


Brian starts his own financial advisor business as an independent financial advisor in the broker-dealer world

2010

Brian started his leadership career leading, managing, and coaching financial advisors across the country

2021

Brian launches Beyond Tangible Wealth (as a Registered Investment Advisor) with a passion to create a more client-centered planning service model

2021

Beyond Tangible Wealth partners with technology vendors like AdvicePay, Riskalyze, Capitect and Right Capital

future

We hope to become part of your legacy by having the opportunity to serve you...
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