Seth Krussman Wealth Strategist

Financial Planner @Brayshaw Financial Group Llc

Portland, OR, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Dec 2013 — Present

Financial Planner @Brayshaw Financial Group Llc

View department →

Hillsboro, OR, US

Financial Services - Financial Planning and Wealth PreservationAs a financial planner and partner at Brayshaw Financial Group, I specialize in helping high-income earners, business owners, and families reduce unnecessary taxes and build lasting wealth through personalized, tax-efficient strategies.Whether you\'re selling a business, managing concentrated stock, or looking to create a tax-smart retirement plan, my goal is simple:Keep more of what you earn, grow it efficiently, and protect it for the future.What I focus on:Tax-mitigated investing (DSTs, Diversification Trusts, CRTs, Opportunity Zones, and more)Business exit & succession planningRetirement income & portfolio managementEstate & legacy planning for multigenerational impactAdvanced insurance strategies (IUL, Whole Life, LTC)I partner with a network of CPAs, attorneys, and investment professionals to deliver proactive, coordinated planning that puts your goals first—not products.If you’re looking for clarity, confidence, and a team to guide you through complex financial decisions, let’s connect.

EDUCATION

1999 — 2002

Liberty University

Biblical Studies, Music

ABOUT SETH KRUSSMAN WEALTH STRATEGIST

When I began my career as a stockbroker, it felt like war—two phones, 500 dials a day, cold-pitching stocks in the middle of the 2008 financial crisis. I meant well. I followed the rules. I got results. But deep down, I knew it wasn’t enough.It wasn’t enough for me—and more importantly, it wasn’t enough for the clients.I wasn’t interested in selling a stock. I wanted to build a relationship. I wanted to walk with clients through the seasons of life, help them retire well—and stay retired. I wanted to ensure they knew they were doing enough, that every risk had been addressed, and every opportunity fully accounted for.That’s why I joined Ben Brayshaw founder of Brayshaw Financial Group LLC. and started our West Coast offices.Our mission is simple but powerful: to make the client the most important person in the room, every time. Not the company, not the product—the person.I began working with retired and retiring physicians who had followed the traditional path: years of service, financial “advisors,” and portfolios that looked more like a random collection of memorabilia than a purpose-built plan. Despite decades of hard work, they’d been hit hard—twice—by market crashes in and 2008. Their portfolios recovered eventually but their confidence never did.Worse, they were missing out on tax opportunities that could have preserved wealth for generations.That’s why we developed Complete Wealth Management and our proprietary 3Dimensional Investing approach. It’s a system built to ensure nothing is overlooked, everything is aligned, and the entire strategy is working in harmony to reduce taxes, preserve legacy, and grow wealth with purpose.With us, our clients don’t have to wonder if they’ve done enough.We bring clarity and calm by designing personalized strategies that: Capture overlooked tax efficiencies Align every investment to their unique goals Preserve and direct wealth across generations Create peace of mind—no matter what the market doesIf you’re a high-income earner looking to build a lasting legacy and want to stop wondering, “Have I done enough?”—let’s connect. Schedule a Complete Wealth Management session https://app.greminders.com/t/9f3ce72e/initialconsultaCall: 50••••••60 xtn Email: s•••@brayshawfinancial.com Let’s make sure every dollar you’ve earned is accounted for—and purposed to work for you and your family for generations.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.