Creating & Preserving Wealth for Generations
About
Investment Management Strategy
Every client is different, and no two portfolios look the same.
By blending industry best-practices and tried and true investment methods in addition to Brennan's Chartered Financial Analyst® and Certified Financial Planner® designations; clients can be confident that their portfolio mirrors the goals and risk-tolerance of their unique situation.
About
After graduating with a Bachelor of Science in Business Administration – Finance with Honors at the Rochester Institute of Technology in 2003, Brennan has been in the industry ever since, having gained experience at both large and medium sized firms.
When he isn't working, Brennan enjoys playing tennis at Midtown Athletic Club and spending time with his wife and daughter.
Seminars
Are You Too Conservative?
One of most impactful investment decisions you will ever make is how you split your portfolio between stocks, bonds, and cash. Yet getting it right is one of the least understood aspects of wealth management. There is a methodical approach to it; insurance companies and pension funds use it. But outside of those institutions almost nobody does.
Fire Your Broker
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.
Team
Financial
Planning
Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Working in tandem with our advisors,
Victoria Chase Parker, CFP®, CDFA®, CHSA® and
Aaron Young, CFP®, CRPC®, CHSA®, AIF®
provide decades of experience in the Financial Planning realm.
