Brandon Vecchio

What We Do

Our team’s mission is to simplify financial planning (it can be unnecessarily complicated, right?) and help good-hearted people build wealth – because I believe that with wealth comes freedom and the ability to choose.

We help empower our clients as they strive for financial freedom – which is a fancy way of saying “we help you save enough money so you can work because you want to, not because you have to.” And then for our clients that are there, we help them enjoy, maximize, and preserve this wealth.

Ultimately, we give our clients back time and peace of mind.

Who We Work With

Our team specializes in working in the Maritime, Oil & Gas, Manufacturing/Packaging and Construction space.

Some topics we have helped with include- retiring early, tax mitigation, navigating stock options, investing outside of group plans, retirement distribution planning, debt management, real-estate, starting and/or scaling a business, passive income, estate planning, life insurance, etc.

We have an intentional focus working with HENRYs (“High Earner Not Rich Yet”) and people in or nearing retirement- helping hard-working folks grow and preserve their money as efficiently and effectively as possible. Retirement is not the finish line, it is the peak of the Mountain, what’s the plan and who’s the team for the way down?

What Does a Meeting Entail?

Typically, we like to have an initial 15 minute initial conversation to determine if you're a good fit for our team!

Outside of that, initial consultations are complimentary and are entirely a discovery process.

First, we like to understand your current situation, including any planning you’ve done previously, determine your goals and objectives, and determine what areas are most important to you.

From here, we can identify areas we are able to help, and if so, create a full written plan to help you accomplish your goals.