We’re thrilled to announce that Brad Repinsky has joined our team as Director of Estate, Tax & Financial Planning!
We’re thrilled to announce that Brad Repinsky has joined our team as Director of Estate, Tax & Financial Planning!
With over 10 years at Fidelity building their HNW planning division from the ground up (growing to 70+ team members), Brad brings exactly the expertise we need to scale our holistic planning services.
What this means for our clients:
• Enhanced estate & tax planning capabilities
• Expanded trust formation and philanthropic planning
• Corporate trustee services & legacy preservation
• More comprehensive intergenerational wealth transfer solutions
As our President Matt Matrisian said: “This is not just about a single hire—it’s about expanding the depth and breadth of what we offer our clients.”
Brad’s experience will help us deliver the sophisticated planning our clients deserve across all 24 of our offices nationwide.
“The industry is understanding that it’s not just about investment returns anymore,” Brad shared. “Financial planning is like a puzzle, and our goal is to help clients see how all the pieces fit together.”
Ready to take your financial planning to the next level? Let’s talk about how our expanded capabilities can serve your family’s legacy.
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