Our Legacy | Beyond Tangible Wealth

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Our Story

Turning Planning Into a Coaching Partnership

2007

Brian starts as an intern for Financial Advisor Bill Rathe.

2008

Brian starts his own financial advisor business as an independent financial advisor in the broker-dealer world.

2010

Brian started his leadership career leading, managing, and coaching financial advisors across the country.

2021

Brian launches Beyond Tangible Wealth (as a Registered Investment Advisor) with a passion to create a more client-centered planning service model.

2021

Beyond Tangible Wealth partners with technology vendors like AdvicePay, Riskalyze, Capitect and Right Capital.

2022

Kendall Hahn, CFP® joins Beyond Tangible Wealth as a financial advisor.

2023

Tina Gould joins Beyond Tangible Wealth as Brand Champion.

2025

Beyond Tangible Wealth partners with Van Clemens Wealth Management to become dually registered.

Future

We hope to become part of your legacy by having the opportunity to serve you.

Be Part of Our Story — Join Our Team!

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Willet, LLC (“Beyond Tangible Wealth”) is a registered investment advisor offering advisory services in the State of Nebraska and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Willet, LLC (“Beyond Tangible Wealth”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Beyond Tangible Wealth does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Beyond Tangible Wealth be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Beyond Tangible Wealth or a Beyond Tangible Wealth authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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Securities offered through Van Clemens & Co. (“VCC”), member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management (“VCW”), a registered investment adviser. VCC and VCW are separate entities from Beyond Tangible Wealth.

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