Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.

Joseph Mascioli is a financial advisor with Berenz Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. He also maintains an active insurance practice as a sole proprietor. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a fee-only model and combines fundamental, technical, and cyclical analysis to inform its investment process, incorporating strategies such as long-term holdings, active trading, option writing, leverage, and derivatives within separately managed accounts.