Wealth Strategist and Legacy Architect
For over three decades, Brian has guided individuals, families, and business owners through the intricacies of wealth management with a core belief: managing money is not just about numbers — it’s about purpose.
Recognized by his clients as both a financial compass and a calming presence, Brian has empowered generations to protect, grow, and transfer their wealth with clarity and confidence. Over the years, he has navigated his clients through bull markets, bear markets, and life’s many turning points, always with a clear focus on long-term goals and values.
With a reputation for simplifying the complex, Brian is equally at ease discussing market dynamics or structuring multi-generational estate plans with clients. He seamlessly blends deep technical expertise with a talent for storytelling, helping clients connect their financial plans to the lives they want to lead and the legacies they aspire to create.
When he’s not advising clients, Brian can often be found mentoring young advisors, speaking at industry events, or simply enjoying a good round of golf - often reminding those around him that time, much like money, is best spent with intention.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC.
Unitas Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
