Dynasty Private Wealth

Dynasty Wealth Management Welcomes Brian Flynn

May 8, 2015

We are excited to announce that Brian Flynn has joined Dynasty Wealth Management, LLC, the investment advisory arm of Dynasty Financial Partners. Located in New York City, Dynasty PWM is an independent registered investment advisor managing over $1 billion in assets. Dynasty provides comprehensive wealth management services to our clients.

Brian joins us from Merrill Lynch’s Wealth Management division where he specialized in investment management and financial planning. “Brian brings a wealth of knowledge and professionalism to our team. We are looking forward to his interaction with our clients,” said Michael Brown, Director of Wealth Management.

Dynasty was founded on the core principle of “objectivity without compromise” which means we provide our clients with truly objective advice in a fiduciary model. Our independent platform allows us to act with complete transparency in bringing you cost effective advisory services, thought leadership and innovative wealth management strategies. We have raised the bar when it comes to service by offering comprehensive reporting across multiple custodians, a concierge service and 24/7 support unparalleled in the industry.

Important Notice

Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners LLC (“Dynasty”). Dynasty is a brand name and functions through Dynasty’s wholly owned subsidiary Dynasty Wealth Management, LLC when distributing investment advice. Dynasty Wealth Management, LLC is a registered investment adviser with the Securities and Exchange Commission. A copy of Dynasty Wealth’s current written disclosure statement discussing our advisory services and fees is available for your review upon request. This message is intended for the exclusive use of Dynasty Network Advisors for educational purposes. It is not intended for any other persons, clients or other entities. It should not be construed as an attempt to sell or solicit any products or services of Dynasty or investment strategy, nor should it be construed as legal, accounting, tax or other professional advice. Information contained herein is based on sources believed to be reliable, but Dynasty gives no representation s or warranties as to the accuracy of such information.

 

 

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