Brandon Cruz

Wealth Engineer

Role
Financial Advisor at Adaptive Wealth Engineering
Location
Las Vegas, NV, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brandon Cruz

At Summit Portfolio Management, I work with high-net-worth individuals, executives, business owners, and professionals to deliver strategic, fact-based guidance in investing, tax planning, and retirement strategy. Backed by a team of experienced advisors, we provide modern solutions to today’s financial complexities—helping clients optimize after-tax outcomes, preserve wealth, and align decisions with their long-term goals.

Experience

  1. Financial Advisor

    Adaptive Wealth Engineering

    Sep 2021 — Present · Las Vegas, NV, US

Education

  • University of Nevada, Reno

    Bachelor of Science - BS, Finance, minor in Economics

    2015 — 2020

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Brandon Cruz — Financial Advisor at Adaptive Wealth Engineering in Las Vegas, NV, US | Unifers