Brett Hartvigson

financial advisor and entrepreneur

Welcome to! Discover the inspiring journey of Brett Hartvigson, a retired financial advisor and entrepreneur with a deep passion for real estate, community, and personal growth.

Brett hails from Seattle, WA, where his family’s legacy spans three generations in business and sports. He earned degrees in Finance and English Literature from Santa Clara University and Pacific Lutheran University, while also excelling in varsity basketball.

Brett founded Phoenix Private Wealth Management, providing tailored investment and estate planning for high-net-worth families. As a devoted husband and father, he raised five daughters in San Diego, CA.

In retirement, Brett engages in real estate, community outreach, and personal interests like reading and fitness. Now living in Mexico and Thailand, he remains connected to his American roots in business, politics, and sports.

Join us in celebrating Brett Hartvigson’s life—a testament to resilience, wisdom, and making a positive impact.

More About Brett .

  • Education: Brett Hartvigson pursued his academic interests at Santa Clara University and Pacific Lutheran University, earning Bachelor’s degrees in Finance and English Literature.
  • Experience: With a career spanning decades, Brett has served as a financial advisor and entrepreneur, founding Phoenix Private Wealth Management to cater to high-net-worth families across the USA with custom investment solutions and estate planning.
  • Expertise: Brett’s expertise lies in the realms of finance, real estate, and entrepreneurship. He brings a wealth of knowledge and experience to the table, garnered from years of navigating the intricacies of the financial world.
  • Hobbies and Interests: Outside of his professional pursuits, Brett is an avid reader and fitness enthusiast. He also enjoys coaching recreational youth basketball and volunteering for community organizations, showcasing his dedication to personal growth and community involvement.

Thank you for taking the time to learn more about Brett Hartvigson and his journey.

Stay connected with us for updates on real estate insights, personal anecdotes, and valuable resources. Have questions or want to get in touch? Feel free to reach out via the contact form or connect with Brett on social media. We look forward to continuing this journey of discovery together.


Monday - Friday: 9:00-5:30

We are here

Seattle, WA