We first met Brennan through Fidelity, where he managed the financial portfolios of Pfizer Inc.’s executives and retirees. From the outset—and continuing to this day—we’ve been deeply impressed by his expertise, strategic insight, integrity, and approachable demeanor.
Brennan takes the time to get to know each client personally, understanding their unique financial goals and needs before crafting a tailored investment strategy. His approach is holistic, incorporating not only investment management but also thoughtful consideration of tax implications, estate planning, and both pre- and post-retirement needs.
What sets Brennan apart is his ability to stay ahead of today’s rapidly changing global and market dynamics. He offers timely, well-informed advice on portfolio adjustments to maintain the appropriate risk-reward balance in any environment.
Now in retirement, we continue to work closely with Brennan as he helps us meet both our short- and long-term financial goals. He utilizes a variety of strategies and financial vehicles designed for tax efficiency—both in terms of planned withdrawals and future bequests.
Perhaps most importantly, Brennan is a truly kind and trustworthy individual who serves his clients with genuine care and as a true fiduciary. When he launched his own firm, we chose to continue our relationship with him because of the exceptional service, dedication, and expertise we had come to value. We remain very pleased with that decision.
Relationship to Financial Advisor: Client as of Jun 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.