BRIAN HUNGARTER

As a fiduciary wealth advisor, my sole focus is helping people define their financial dreams and turning them into reality.

I advise clients on all matters of financial planning, trust and estate planning, business formation, continuity, and succession planning, investment portfolio construction and investment management.

Common clients include private business-owners, high-earners, corporate executives and generational family wealth.

If you are curious about what it takes to reach your financial dreams, please feel free to connect and/or send me a message. Happy to explore how I might help turn those dreams into reality.

ABOUT ME

I meet people wherever they are in their financial journey, spanning wealth accumulation, preservation and distribution.

I excel in distilling complex wealth strategy to approachable and actionable concepts.

My favorite aspect (and challenge) of serving as a wealth advisor to diverse clientele is that no two situations are exactly the same. As such, my passion is creating unique and personalized wealth strategies to help clients and their families reach goals they only hoped might be attainable.

We help our clients answer three primary questions:

Can I? Should I? How should I?

We advise business owners and high-net-worth families facing complex decisions - particularly around business continuity, succession and liquidity events. We bring structure and clarity by integrating business planning, real estate, trust and estate strategy, and investments into a coordinated plan.

Much of this work begins BEFORE a transaction or transition is fully defined, helping clients evaluate options, structure decisions, and avoid costly missteps before they occur.

Common clients include private business owners, executives, and families with significant or growing wealth, who are navigating high-stakes, often irreversible decisions.

As a fiduciary wealth advisor, my sole focus is helping people define their financial dreams and turning them into reality.

I advise clients on all matters of financial planning, trust and estate planning, business formation, continuity, and succession planning, investment portfolio construction and investment management.

Common clients include private business-owners, high-earners, corporate executives and generational family wealth.

If you are curious about what it takes to reach your financial dreams, please feel free to connect and/or send me a message. Happy to explore how I might help turn those dreams into reality.

ABOUT ME

I meet people wherever they are in their financial journey, spanning wealth accumulation, preservation and distribution.

I excel in distilling complex wealth strategy to approachable and actionable concepts.

My favorite aspect (and challenge) of serving as a wealth advisor to diverse clientele is that no two situations are exactly the same. As such, my passion is creating unique and personalized wealth strategies to help clients and their families reach goals they only hoped might be attainable.

We help our clients answer three primary questions:

Can I? Should I? How should I?

We advise business owners and high-net-worth families facing complex decisions - particularly around business continuity, succession and liquidity events. We bring structure and clarity by integrating business planning, real estate, trust and estate strategy, and investments into a coordinated plan.

Much of this work begins BEFORE a transaction or transition is fully defined, helping clients evaluate options, structure decisions, and avoid costly missteps before they occur.

Common clients include private business owners, executives, and families with significant or growing wealth, who are navigating high-stakes, often irreversible decisions.