Sozo Capital Partners

Brett Grossman is CEO of Sozo Capital Partners. His practice manages a book of business in the Financial Services industry. Together, along with his team they have worked with thousands of clients. Providing customized financial instruments in place to meet their client’s economic situation and retirement planning needs. His client portfolio includes but not limited to small to medium sized businesses, entrepreneurs, startups, investors, attorneys, fortune 500 companies and middle American families across the country.

He’s worked with many professionals in groups and individually who’ve gone on to have great success as business leaders in their respective communities.​ He’s mentored, coached and educated individuals in key areas such as optimization, building distribution, marketing, operations, sales, recruiting and hiring. Grossman leads with passion and takes great pride in creating other leaders in their field.

A graduate of West Virginia University where he majored in Liberal Arts and played Lacrosse. Along with his wife Jennifer, they have two beautiful children ages 13 and 8. Brett loves the Philadelphia Eagles, competitive obstacle course racing, coaching his children in sports and spending quality time traveling the world with his family.

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64 Page Lane
Phoenixville , pa 19460 US


(267) 253-6066

New York Life Insurance Co.

As a proud mom, wife, and grandmother, I know how important it is to protect those you love. Working for New York Life has afforded me the opportunity to help you provide a better future for your loved ones. I look forward to helping you have peace of mind knowing that you are protecting the people most important to you.
Recently married, I am a blessed Bubbie of 4 awesome grandchildren. I love what I do. I live in Dresher and a member of the Congregation Beth Or community. Love to takes walks and spend time with friends and family, especially if we are watching the kids play soccer or baseball, or basketball. I graduated from Temple University many, many, many moons ago!

Marcia Harris-Wartell
Agent, New York Life Insurance Company
555 City Ave.
Bala Cynwyd, PA 19004

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555 City Avenue
Bala Cynwyd, PA 19004 US


215-740-6421 (Main)