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Lyle BrandtFinancial Advisor

  • 2010 Crow Canyon Pl, Suite 210
    San Ramon, CA, CA 94583

Lyle became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. He serves as a vice president, financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families.   

An important aspect of Lyle’s role is educating clients and explaining investment options. He brings a lifetime perspective to investing, reinforcing the importance of a client’s commitment to the long term. Besides money management, Lyle ensures that his clients' plans address items such as insurance, retirement, inheritance, and tax and estate considerations. As your life and circumstances change, he will work with you to adjust your plan accordingly. 

Before joining Watermark Asset Management, Lyle served 13 years as president of Peak Capital Management. Prior to his tenure at Peak Capital Management, he spent more than 15 years at Charles Schwab & Co., finishing his career there as vice president of operations. When he's not at the office, Lyle enjoys reading, golfing, exercise, gardening, and travel. 

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EDUCATION 

  • Bachelor of Arts from the University of California at Santa Barbara

Personal Profile

Hometown:
Danville, CA
Ideal Dinner Guest:
Arnold Palmer, Warren Buffett, and his wife
Words to Live By:
Time is your friend, impulse your enemy. - John Bogle
Qualities I Admire in People:
Integrity/truthfulness, confidence, and energy.