Brian Gawthrop (CFP®)

Brian Gawthrop focuses in the
following client markets or areas of practice:

Charitable Giving

Corporate Executives

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Investment Advice with Ongoing Management

Socially Responsible Investments

Planning Specialties

Every client is unique and so each engagement is tailored to their needs. However, given that we often work with tech/biotech executives, areas of expertise that often arise are: - Equity Compensation - Charitable Giving - Tax Planning - Investment Management - Retirement Planning - Estate Planning

Additional Information

Clients looking thoughtful and actionable advice, tempered with 20 years of experience, often find Brian's approach refreshing. Having an experienced 3rd party fiduciary who is not emotionally attached to your money can have its advantages, especially in times of change. Brian's strives to lead clients through their financial journey, not just provide a roadmap and wishing you "luck." Candor, Commitment, Consistency, Contentment, and Courage are all attributes clients will experience when working with Brian.