Littleton, CO Office
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BZ Wealth Advisors, LLC
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About
BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory and business consulting to a small client base that includes individuals, trusts, estates, businesses and retirement plans; the firm reports roughly $26 million in assets under management across its client relationships. Portfolios are built primarily with low-cost mutual funds and ETFs and may also include individual stocks and bonds, independent managers, and alternative investments as appropriate.
The advisor applies fundamental analysis and a long-term, asset-allocation driven approach, constructing client-specific strategies that may be rebalanced or adjusted for tax, cash needs, or risk-management reasons. In addition to ongoing investment management, BZWA offers standalone financial planning engagements and serves in ERISA fiduciary roles for retirement plans (including 3(21) and 3(38) advisory services).
Distinctive aspects disclosed in the brochure include an affiliation with a related adviser that sponsors and manages private investment funds, and disclosure that BZWA may recommend those affiliated funds to clients and coordinate access to such alternatives. The firm also documents recent acquisitive activity and ownership ties to other entities, and notes the use of third-party facilitators for certain private alternative investments—features that are less common among peers.
Based on BZ Wealth Advisors, LLC
Expertise
Based on BZ Wealth Advisors, LLC
Location
10288 West Chatfield Avenue, Suite 300
Littleton CO 80127
Advisors at this office
3
Advisors at this office
John B
Series 65
Littleton, CO
BZ Wealth Advisors, LLC
John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.
John B
CFA®, Series 63
Littleton, CO
BZ Wealth Advisors, LLC
John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.
Charles B
CFA®
Littleton, CO
BZ Wealth Advisors, LLC
Charles Brant is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Branzan Investment Advisors, Inc. since 2011. Outside of his advisory role, he manages several private investment entities focused on illiquid alternative asset investments. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach utilizing low-cost mutual funds, ETFs, individual securities, independent managers, and alternative investments as appropriate.
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