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Our Legacy

A culture is created by the core values you live on a daily basis.  Not necessarily the core values that each company has hanging on their wall; your real culture is the core values your people live daily.

Brian Willet

Core Values


It's all about how we interact with others. We build habits to serve others before ourselves.


It’s all about selfless exceptionalism during the defining moments of both life’s greatest performance achievements and life’s greatest challenges.


  • It’s all about being open to change, bias toward creativity, and able to think big.


"Never let the fear of striking out get in your way." - Babe Ruth


We're all about delivering results. Not just tangible; we go beyond tangible to the intangible. Ultimately, we want our clients to feel joy and peace from our services.

The History of 

Beyond Tangible Wealth

"I'm honored by all the great coaches and mentor's that have invested in my life to help me become the person I am.  I'm excited to invest in many lives as their mentor and coach to share what I have learned and serve others." ~ Brian Willet



Brian starts as an intern for Financial Advisor Bill Rathe


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


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


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


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


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