As Founder of Brass Tax Wealth Management, I am pleased to announce a new chapter in my journey. We have partnered with Waverly Advisors effective September 12, 2025.
To help take my firm to the next level, by expanding on the breadth of services we provide, we are joining a firm that shares my values, and we found that in Waverly. At the core of both Waverly and Brass Tax is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see at Brass Tax, so joining together makes perfect sense. We are thrilled to welcome the team to Waverly as we continue to grow."
"Waverly’s commitment to its clients was a key factor in our decision to join the firm. By partnering with Waverly, our clients gain access to enhanced resources and a dedicated team, allowing for more comprehensive and personalized financial strategies. Together with my children, Nick and Leah, we look forward to continuing to provide the high level of service and tailored wealth planning our clients have come to expect."
A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.