Brian Boswell, CPP®

Brian Boswell believes that great financial advice begins with listening. He works with clients as a partner in helping them make more informed financial decisions and stay focused on what really matters to them, not what’s happening in the markets.

Brian’s approach is very easy and streamlined. He doesn’t look at his role as selling solutions, but helping clients connect everything under their financial umbrella and the life they want to live. Brian works with business owners and equity compensated professionals, primarily, who want value, hands-on planning, easy to understand, and a long-term time horizon.

Through his affiliation with Savvy Wealth, Brian can provide a close, personal advisory relationship with modern technology and institutional-level investment capabilities. He emphasizes giving clients both a one-size-fits-all process and simplicity without the Wall Street feel.

Outside of work, Brian is a husband and father and stays active in his community. He likes to hunt, fish, coach his kids’ sports, and spend time with his family. He is very intrigued by World War II and likes learning about the leadership lessons and resilience of that time.

At the end of the day, Brian’s goal is simple, where he wants to bring a steady mindset and be a trusted advisor. He wants to help clients make confident decisions and use their wealth to create the life they want.