Brave New Wealth
Brave New Wealth is a boutique wealth management firm serving thoughtful executives, entrepreneurs, and families who seek more than traditional financial planning. Founded by Brian Canning, who brings over 17 years of experience in the financial industry, including 15 years as an independent advisor and a distinguished tenure with a prominent values-aligned advisory firm, our practice specializes in creating sophisticated financial structures for clients navigating complex situations like equity compensation, business transitions, and impact investing.
We take a values-first approach, designing comprehensive strategies that align your wealth with what matters most to you. Our services include tax-efficient portfolio management, concentrated stock strategies, estate planning coordination, and access to private impact investments. Whether you're managing a recent liquidity event, planning for early retirement, or building a lasting legacy, we provide clarity and strategic insight at every step.
As a fiduciary firm, we're committed to putting our clients' interests first. We work with a select number of clients to ensure deep, personalized relationships and exceptional service. Brian's personal journey through significant life transitions; including rebuilding after his own challenges; deeply informs our empathetic, comprehensive approach to wealth management.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.