Creating & Preserving Wealth for Generations
About
Team
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
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.
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.
Led by Aaron Young, CFP®, CRPC®, CHSA®, AIF®, and Vince Carson CPA, our Financial Planning Department provides decades of experience in the Financial Planning realm.
