TD Ameritrade

You are here: Home / TD Ameritrade

  • Financial freedom is calling. It’s time to pick up.


    Book A Discovery Session

  • Managing Debt For Physicians

    Physicians confront extraordinary pressures from student loans. We build a plan that is unique in helping you alleviate some of those burdens, letting you concentrate on what’s meaningful to you.

    Book Your Complimentary Loan Review

  • INDIVIDUAL OR INSTITUTIONAL WE HAVE YOU COVERED.

  • e·piph·a·ny a moment of sudden revelation or insight.

  • Financial freedom is calling. It’s time to pick up.


    BOOK A CONSULTATION
12345678

Why One Brick Wealth?

  • Out of the box thinking regarding finance, tax, and investments.

  • Integrated advice that looks at your financial situation holistically.

  • A Long-Term Investing Philosophy Designed for Simplicity, Safety, and Outperformance.

map

OUR METHODOLOGY

Thoughtful Investing

We take an evidence-based approach to portfolio construction. Academic research guides the way.

Eliminating Conflicts Of Interest Whenever Possible

One Brick is committed to transparency and giving the best advice in the industry.

The Belief In Ongoing Planning

Planning for your wealth should not be a mere transaction but a life-long process. We treat your financial aspirations as if they were our own. As a result, we are always looking for unique ways to add client value.  Outside the box thinking is ingrained in our business DNA.

Unlimited Access

Since we don’t believe in transactional business or relationships we are accessible. Contact us by phone, email, or in-person.

YOUR TEAM

Aaron Connell

Aaron Connell

Principal I Senior Wealth Advisor

Aaron is the Founder of One Brick Wealth and draws on his multifaceted experience to help clients solve their financial challenges.

Prior to founding One Brick, Aaron worked at Fidelity Investments and at Harris Associates as part of their equity research staff. Aaron also acquired experience in the Retirement Plan space as an auditor for the DOL.

Aaron is passionate about uncovering each client’s unique set of financial opportunities.

Aaron Connell

Aaron Connell

Estate Planning Attorney

Nick handles the full spectrum of estate and business planning needs.

Klimas Law offers Will and Trust formation, Gun Trusts, Power of Attorney documents and Guardianship Designations. One of the most accommodating Estate Planning practices in Denver because nothing is more important to us than maintaining the close personal connection and service our clients deserve while providing big law quality services. Our goal at Klimas Law is to provide exemplary customer service to our clients while positively and quickly resolving their issues.

Aaron Connell

Aaron Connell

Principal I Senior Wealth Advisor

Aaron is the Founder of One Brick Wealth and draws on his multifaceted experience to help clients solve their financial challenges.

Prior to founding One Brick, Aaron worked at Fidelity Investments and at Harris Associates as part of their equity research staff. Aaron also acquired experience in the Retirement Plan space as an auditor for the DOL.

Aaron is passionate about uncovering each client’s unique set of financial opportunities.

Ongoing Financial Planning

  1. We believe markets are mostly efficient but aren’t perfect:  Asset allocation to diversify portfolios is important but we don’t take Vanguard index funds as gospel. Academic research has shown that portfolios exposed to the equity risk premium, size, value, and momentum characteristics,  generate higher expected returns than passive portfolios.
  2. We believe in protecting portfolios from downside: A buy and hold philosophy is great in theory but very hard to do in practice. Arming a portfolio with protection from large losses matters and trend-following seems to be a reasonable approach.
  3. We believe in getting different risk exposures at an affordable cost, all else being equal: We are cognizant of cost and its ability to create long-term win-wins.
1234
INVESTMENT MANAGEMENT

Objective Advice

  1. We believe markets are mostly efficient but aren’t perfect:  Asset allocation to diversify portfolios is important but we don’t take Vanguard index funds as gospel. Academic research has shown that portfolios exposed to the equity risk premium, size, value, and momentum characteristics,  generate higher expected returns than passive portfolios.
  2. We believe in protecting portfolios from downside: A buy and hold philosophy is great in theory but very hard to do in practice. Arming a portfolio with protection from large losses matters and trend-following seems to be a reasonable approach.
  3. We believe in getting different risk exposures at an affordable cost, all else being equal: We are cognizant of cost and its ability to create long-term win-wins.
1234
INVESTMENT MANAGEMENT

Thoughtful Investing

  1. We believe markets are mostly efficient but aren’t perfect:  Asset allocation to diversify portfolios is important but we don’t take Vanguard index funds as gospel. Academic research has shown that portfolios exposed to the equity risk premium, size, value, and momentum characteristics,  generate higher expected returns than passive portfolios.
  2. We believe in protecting portfolios from downside: A buy and hold philosophy is great in theory but very hard to do in practice. Arming a portfolio with protection from large losses matters and trend-following seems to be a reasonable approach.
  3. We believe in getting different risk exposures at an affordable cost, all else being equal: We are cognizant of cost and its ability to create long-term win-wins.
1234
INVESTMENT MANAGEMENT

Unlimited Access

  1. We believe markets are mostly efficient but aren’t perfect:  Asset allocation to diversify portfolios is important but we don’t take Vanguard index funds as gospel. Academic research has shown that portfolios exposed to the equity risk premium, size, value, and momentum characteristics,  generate higher expected returns than passive portfolios.
  2. We believe in protecting portfolios from downside: A buy and hold philosophy is great in theory but very hard to do in practice. Arming a portfolio with protection from large losses matters and trend-following seems to be a reasonable approach.
  3. We believe in getting different risk exposures at an affordable cost, all else being equal: We are cognizant of cost and its ability to create long-term win-wins.
1234
INVESTMENT MANAGEMENT

Student Loans

Got Six Figures in Student Loans? We can help create a plan that will position you for success.

Know Your Money.

Free tools to help you organize & track your finances.
A dedicated advisor to help you conquer them.

SIGN UP TODAY. IT’S FREE.

“It’s through the spirit of inquiry and looking at things in different ways that guide our direction.”

– Aaron Connell, Principal & Senior Wealth Advisor