About

The mission of Power Wealth Management is to serve clients with integrity, transparency and expertise; enabling our clients to have the peace of mind and security to spend time focused on their talents and passions.
Our Founder
Our Credentials
Fiduciary Standard of Care
It means that the goal of those who provide you with advice put your interest ahead of their own. Be aware that there may be people who provide investment advice who are not Registered Investment Advisors, therefore may not adhere to this important standard. Instead they may follow a lesser standard called the “suitability standard”. This means that an investment may be deemed suitable for someone in your circumstance, but my not be in your interest to own.

Custodian: FIDELITY CLEARING AND CUSTODY SOLUTIONS®

Execution, clearance, and settlement of securities transactions. Preparing and sending periodic statements and confirmations. Custody, receipt, and delivery of funds and securities

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Every broker-dealer needs a clearing house to provide trade execution, clearing and other related services for your brokerage accounts. Kestra Investment Services, LLC's brokerage accounts are carried by Fidelity Clearing & Custody Soutions® and its broker-dealer, National Financial Services, LLC (NFS), member NYSE/SIPC. Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including up to $250,000 for cash awaiting investment). These limits are on a per-customer basis, as defined in the Securities Investor Protection Act. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC or to request a SIPC brochure, visit www.sipc.com or call 1-202-371-8300.

Fidelity Clearing & Custody Solutions® and National Financial Services LLC ("Fidelity") is an independent company, unaffiliated with Power Wealth Management. Fidelity is a service provider to Power Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Power Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 885836.1.0

About

Broker-Dealer: Kestra Financial Services, llc

Determining investment suitability. Opening, approving, and monitoring accounts. Compliance approval and product due-diligence.

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Through Kestra Investment Services, LLC and Kestra Advisory Services, LLC we have access to some of the nation’s leading investment companies and offer a broad range of products and services.

Unlike financial advisors affiliated with banks, insurance companies, or various brokerage firms, we have no requirement to sell proprietary products and no production requirements for our representatives. We offer objective advice, access to a diverse menu of independent solutions, and implement strategies which serve you best, without the need to charge high commissions or pressure our clients. This is business at your pace, customized to meet your needs first.

Kestra Financial is a leading independent insurance broker and consultant who provides employee benefits, property & casualty insurance, retirement services, and individual insurance and wealth management solutions.

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. Partners Financial and Benefits Partners are platforms of NFP Insurance Services, Inc. an affiliate of Kestra Financial, Inc.

Custodian: National Financial Services, LLC

Execution, clearance, and settlement of securities transactions. Preparing and sending periodic statements and confirmations. Custody, receipt, and delivery of funds and securities

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services with custodied assets of $3.1 trillion, including managed assets of $1.4 trillion as of June 30, 2010. The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to be working with National Financial Services, LLC (NFS, LLC).

Your broker-dealer is an independent company and is not affiliated with National Financial Services LLC. Portions © 2010 FMR LLC. All rights reserved. Clearing, custody, and other brokerage services provided by National Financial Services LLC, Member NYSE, SIPC.

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Brett Power, CFA®, CFP®, MBA Wealth Manager.

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Brett has over 12 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.
Learn more about the CFA® and CFP® designations below or by clicking the relevant designation button here:
CFA®CFP®

CFA® - What That Means For You

The Chartered Financial Analyst (CFA®) designation means an advisor is on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills. The CFA® designation is a high distinction in the investment management profession.

Rigor and Expertise

  • Fewer than 1 in 5 candidates become a CFA® charterholder.

  • Average of over 1,000 hours of study along with a minimum 4 years professional experience to earn CFA distincation.

Holistic Wealth Management.

  • Trained to understand what drives value in all dimensions of your financial life.

  • Expert-level portfolio management skills.

  • Ability to work effectively with tax and intergenerational wealth planning experts to design an investment strategy specific to you.

Your Interests Come First.

  • Trust is key to building a strong client-adviser relationship

  • Bound by the highest ethical standards - The CFA® Institute Code of Ethics and Standard of Professional Conduct.

CFP® - What That Means For You

The Certified Financial Planner (CFP®) marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® requires professionals to act in their clients' best interests.

Education

Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP® Board.

Examination

CFP® professionals must pass the comprehensive CFP® Certification Exam. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.

Experience

CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. You can count on them to help you create a realistic financial plan that fits your individual needs.

Ethics

When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP® Board's Standards of Professional Conduct.The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.

Form ADV Part 2A | ADV Part 2A Appendix 1 | Form CRS