A Solid Structure for Your Wealth

"Solid and trustworthy"

We’ve worked with Brian for over 20 years. From the start, we felt confident he would invest our savings based on our stated goals and risk tolerance and would look after our investments as if they were his own. He stewarded our retirement savings through at least the last decade of our careers and has transitioned to managing them in the almost 10 years since we both retired. He’s very accessible by phone or email and is always willing to patiently answer all our questions. In addition, he’s open to hearing our investment ideas and respects our opinions when they differ from his own. We would recommend Brian to anyone who’s looking for a solid and trustworthy financial advisor.