Brett Hartvigson

Empowering Communities

Welcome to the About Page of BrettHartvigson.org. Here, we delve into the life and legacy of Brett Hartvigson, a retired financial advisor and entrepreneur who has dedicated his post-career years to the noble pursuit of community outreach.

Brett’s journey began in Seattle, Washington, where he was born into a family deeply rooted in both business and athletics. From a young age, he witnessed the power of community and the importance of giving back.

After attending Santa Clara University and Pacific Lutheran University, where he excelled in varsity basketball and earned Bachelor’s degrees in Finance and English Literature, Brett embarked on a successful career in finance. He founded Phoenix Private Wealth Management, a firm that specialized in providing custom investment solutions and estate planning services to high-net-worth families across the USA. By the time of his retirement in 2023, Phoenix boasted attractive ammount in assets under management and had established long-standing relationships with 90 clients, many spanning multiple generations.

But Brett’s true passion lies in giving back to the community. Throughout his career, he found time to coach recreational youth basketball, serve on church endowment committees, and volunteer at Dad’s Corps, an organization dedicated to supporting single fathers.

More About Brett .

  • Education & Expertise:

    • Bachelor’s degrees in Finance and English Literature from Santa Clara University and Pacific Lutheran University.
    • Varsity basketball player, honing leadership and teamwork skills.
    • Decades of experience as a financial advisor, specializing in custom investment solutions and estate planning for high-net-worth families.
    Entrepreneurial success in building Phoenix Private Wealth Management

Personal Life:

  • Proud father of five daughters, fostering a deep understanding of family dynamics and interpersonal relationships.
  • Active participant in recreational youth basketball coaching, shaping the next generation of athletes and leaders.
  • Volunteer at Dad’s Corps, providing support and mentorship to single fathers in need.
  • Avid reader and fitness enthusiast, balancing intellectual pursuits with physical well-being.
  • Resides abroad in Mexico and Thailand, maintaining ties to American culture, business, and sports while embracing new cultural experiences.
Community Outreach

Community Outreach Insights

Introduction Community outreach is a strategic approach that involves engaging with local communities to foster positive relationships, address shared challenges, and create a more inclusive

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Thank you for exploring BrettHartvigson.org

We hope you’ve gained insight into the journey and passions of Brett Hartvigson, and feel inspired to embark on your own path of community engagement and outreach. Stay connected with us for more stories, resources, and opportunities to make a difference in your community. Together, we can continue to build a brighter future for all. Connect with us on social media and subscribe to our newsletter to stay informed and engaged. Let’s make an impact, one step at a time.

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