Brian Sabo
CFP®, Partner, Private Wealth Advisor
Contact Brian’s Team
Click here to learn about designations and
certifications
Brian is your primary advisor and long-term strategic partner. He leads the overall relationship and focuses on high-level financial planning and investment strategy, helping ensure decisions stay aligned with your goals as your life and circumstances evolve. Brian is involved in major life event and financial planning decisions, complex investment considerations, and long-term direction.
Jeff is a Private Wealth Advisor on your team. He helps shape strategy across investments and planning, leads reporting and analysis, and stays close to the decisions that affect your wealth. Jeff coordinates with our in-house research, trading, investment operations, and financial planning specialists so your needs are handled with care and speed. Together with your private wealth associate, he keeps your relationship running smoothly and your questions answered quickly.
Ben works closely with both Brian and Jeff to support your relationship and helps ensure nothing gets missed. He focuses on data, reporting, and client requests, helping prepare for meetings and providing clear summaries that keep everyone aligned. Ben is also available to assist with day-to-day account needs and follow-ups, making him a reliable point of contact when questions arise or information is needed quickly.
