Strategic guidance for families and business owners.
I work closely with high-net-worth families and business owners to navigate complex financial decisions while building the strategies that support long-term success.
From investment planning to estate strategies and business transitions, I bring clarity and structure, ensuring every solution aligns with the client’s broader goals.
My approach is rooted in trust, transparency, and blends strategic guidance with operational execution.
Solution: Advised on liquidity events, succession planning, and growth strategies. Built models and projections to clarify trade-offs and guide confident decisions.
Solution: Led multi-generational planning with attorneys and tax advisors. Created frameworks that balanced individual needs with shared family goals.
Solution: Acted as a central advisor, coordinating CPAs, attorneys, and investment managers. Streamlined communication and delivered a single, clear financial picture.
Solution: Delivered personalized analyses, custom financial summaries, and scenario-based recommendations aligned to each client’s goals and lifestyle.
Strategic Advisory
Guided high-net-worth families and business owners through complex financial decisions while aligning personal, business, and generational goals.
Financial Planning & Modeling
Built financial models, projections, and scenario analyses to help clients understand trade-offs and make informed, high-impact decisions.
Cross-Functional Coordination
Acted as a central advisor across CPAs, estate attorneys, and investment managers to deliver fully integrated, client-focused strategies.
Client Experience
Created personalized deliverables such as spending analyses, financial dashboards, and custom summaries to make complex strategies clear and actionable.
Strategic Planning
Worked with business leaders to define priorities, translate vision into execution, and drive sustainable growth.
Financial Strategy
Provided guidance on financial analysis, forecasting, budgeting, and cash flow management to optimize performance.
Bryan has a way of making the complex feel simple. I always felt like he was in my corner, listening and guiding me toward the right decisions.
- Jessica (Advisory Client)
Bryan's curiosity and relentless drive to learn, combined with sharp analytical thinking and strong collaboration skills, set him apart as a leader in our industry.
- David (Financial Advisor)
Bryan makes complex planning simple and seamless for clients and advisors alike.
- Colin (CPA)
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