Brent A. Gorter

Brent provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Capital Wealth Management. He attended Saint Xavier High School and graduated with a Bachelor of Business Administration of Finance from the University of Kentucky.

As a Wealth Advisor, Brent specializes in wealth management and retirement planning strategies to help his clients accumulate, protect and maintain their quality of life in all stages. He has expertise involving investment management, estate and tax planning, insurance analysis, and assisting clients in the process of developing their comprehensive financial strategies. He has a strong personal commitment to his clients and will work diligently to help them achieve their goals. In his free time, Brent enjoys golfing, attending sporting events and spending time with his wife Lindsay and his little girls Ava Lenae, Jocelyn Marie and Ella Reese.

Professional Designations

Series 65 – Uniform Investment Adviser

Series 6 – Investment Company Products/Variable Contracts Representative

Series 63 – Uniform Securities Agent

Life, Health, Variable Life, Variable Annuity Insurance Licenses

SEI – Securities Industry Essentials Examination

Formal Education & Experience

Magnate Wealth Management: Managing Partner, Investment Advisor Representative

Capital Wealth Management/ Silver Oak Securities: Registered Representative & Investment Advisor Representative

University of Kentucky – Bachelor of Business Administration in Finance & Economics

19 Years’ Experience as a Wealth Advisor

Civic Involvement

Saint Michael Church Member

Toys for Tots – Volunteer

Habitat for Humanity – Volunteer

Ruch Foundation – Volunteer