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Through trust, accountability, transparency and communication, Brennan and his team ensure that his client's maintain a balance between meeting today's needs and tomorrow's priorities.  

Tomorrow's Priorities
Today's Needs

First Vice President, Financial Advisor 

Brennan R. Redmond, CFA, CFP®


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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.  


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.

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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.


Lauren O'Brien

Registered Financial

Services Associate


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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.

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