Brent Wood Koch is the managing principal of Wealth Management Strategies and works with Surgeons Capital Management in the Western Region.
Brent is considered one of the premier financial strategies consultants in the industry, bringing over 25 years of experience to SCM clients. He has completed business with some of the most affluent families, business owners, and executives across the country. Over the last ten years, Brent has designed and implemented some of the most advanced and sophisticated estate, business and wealth transfer strategies in the industry. On a national basis, he works closely with clients’ attorneys, accountants and advisors to design the strategies that satisfy their needs.
Brent is an active member of his Church and community serving in various capacities. He is active in several national and local charities. Brent lives with his wife Jana and their four daughters in Laguna Niguel, California. He is a graduate of the University of Utah.
CA Insurance License #0754302
Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.