Brandon Tutak , CFP®, AIF®

My passion for finance and investing was sparked by both of my grandmothers, who owned stocks and regularly discussed the markets. Their conversations planted the seeds of curiosity, and when I was a young teenager, I was gifted a few blue-chip equities. That early exposure encouraged me to start learning more about the world of finance and laid the foundation for my long-term interest in investing.

In today’s day and age of constant news flow and sound bites it’s important to have a differentiated, unbiased view of the markets and financial planning at large. We act as the ballast to our client’s ship when we enter rocky waters. We aid them in navigating the inevitable financial storms they will face and bring them to safe harbor.

My primary objective is to fully understand each client’s unique circumstances and the full scope of their financial goals. Through a collaborative, team-based approach, we strive to see that every client receives personalized strategies and what we feel to be exceptional service tailored to their needs.

Business founders/owners, C-suite executives, affluent multi-generational families, endowments and foundations.

Being a lifelong student of the financial markets and treating my career as my passion, I don’t differentiate between work and my personal life because it’s what I love to do. In my personal life I am an avid chess player and voracious reader which bodes well for creativity and perspective.

Solving complex problems which benefit our clients.

Delayed gratification. Patience and thoughtful planning.