Brian, founder and leader of the Beyond Investing Private Wealth Management Group, has been helping a select group of high-net-worth clients navigate multiple market cycles for over 20 years. He takes a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.
As a Private Wealth Financial Advisor and Managing Director - Investments, Brian draws on extensive personal knowledge gained working with wealth creators and is committed to continually evolving his skills to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors. He coordinates with his clients’ other professional advisors — such as attorneys, accountants, and trust administrators — to help ensure that their investment plan and overall wealth management strategy are cohesive and address the many facets of their financial life. He is among a select group of financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM)
1 program . He earned the Certified Portfolio Manager (CPM
®) designation from Columbia University in with collaboration of the Academy of Certified Portfolio Managers. Brian also holds the Chartered Retirement Planning Counselor certification, which has expanded his ability to provide his clients with enhanced retirement, Social Security, and Medicare planning.
CA Insurance License# 0K2108 | Resident State PA
The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
