Kristen Worth is a financial advisor at Flywheel Private Wealth LLC in Los Altos, CA, with 23 years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, where she worked for a combined ten years. Flywheel Private Wealth serves high-net-worth individuals, families, trusts, estates, family entities, and related businesses. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive management across various asset classes and manages approximately $338 million in regulatory assets.

Brandon Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Flywheel Private Wealth LLC since 2023. His prior experience includes seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. He serves on the board and investment committee of the Los Altos Rotary Endowment Fund, where he advises on investment decisions and asset allocation. Flywheel Private Wealth provides investment management and financial advisory services to high-net-worth individuals, families, trusts, estates, and related entities. The firm offers customized, risk-adjusted, and tax-aware asset allocations blending active and passive strategies, managing both discretionary and non-discretionary assets with approximately $338 million in regulatory assets under management.