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Elizabeth B

CFP®, Series 65

Sheboygan, WI

One Wealth Advisors, LLC

Elizabeth Brotz is a CFP® professional at One Wealth Advisors, LLC with four years of industry experience. Before joining One Wealth Advisors in 2022, she worked in various roles including at Lorien Powers Studio Jewelry and KMI. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through comprehensive wealth management and financial planning. The firm uses a primarily long-term investment approach with the ability to make tactical adjustments and offers diversified portfolio management, including private and public concentrated stock strategies.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner Executive
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