Brian M.

About Brian M.

With over 30 years of experience, I focus on empowering families, founders, and leaders…

Experience

1. Co-founder Wealth Strategist

   Stronghaven Capital

   Jan 2020 — Present

   StrongHaven is an independent financial advisory and multi family office comprised of a team of professionals with well over 100 years of combined experience. Our clients are successful entrepreneurs, creators, disruptors, innovators, dreamers and leaders who have acheived success and are ready for smoething more. We start with a focus on each familiy\'s vision statement, charter and intergernational dynamic. Without a true understanding of the family values and responsibilities by each member the impact of wealth will not reach its full potential. We help put framewrok around the business of runinng a successful famliy so that each memeber understands the responsibilty that wealth brings and their obligation to ensure it for furture generations.We focus on creating certainty, mitigating taxes, transition planning, true asset management across 12-15 non correlated classes and helping only those families interested in making lasting impact beyond 3 generations. Wealth Stewardship is at the heart of all we do. Building systems that provide certainty allows the family to take on new ventures, risks and to find their next ventrue with confidence. When you combine purpose with process you set the stage for maximum impact. When you are ready to step away from traditional wealth managment and towards the future of wealth stewardship its time to sit down with us. Investment advice is offered StrongHaven Capital LLC, a registered investment advisor

Education

• University of Colorado Boulder

  Bachelor of Business Administration (B.B.A.), finance and economics

  1991 — 1996