The team’s area of focus is on affluent families with complex needs. Brian strives to align the family’s wealth with their life legacy goals. Working with affluent individuals and families who create wealth through executive compensation, our focus is to optimize current and incoming wealth and align their balance sheet to their life and legacy goals while mitigating the complex needs of those working at public companies. Our solutions are creative, specialized and centered around our clients' objectives and tax situations; our service model is high-touch and intends to hold both sides accountable to track and help meet each and every goal- now and in the future.
Services Include
- Executive Financial Services
- Professional Portfolio Management
- Retirement Planning
- Alternative Investments
- Trust Services
- Stock Plan Services
- Cash Management and Lending ProductsFootnote7
Securities Agent: OH, WV, GA, CT, IL, MI, NH, MT, TN, VI, PR, WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NE, ND, NC, MS, MO, MN, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1861375