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 – 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.”

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

Who We Work With

Our team specializes in working with awesome professionals in the maritime space, as well as the finance-tech and manufacturing sector.

Some areas we help our clients include investment approach, educating on stock options or RSUs, debt repayment and budgeting strategies, retirement planning and distribution, tax-efficiency saving and planning, strategies to save and purchase a home, estate planning, and couples planning/combining finances.

We have a very intentional focus working with HENRYs (High Earner Not Rich Yet), helping hard-working folks grow their money as efficiently and effectively as possible.

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 free of charge 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.

| Let’s Do This Together |

Let’s collaborate & create a unique, comprehensive plan that closely aligns your objectives with financial strategies that are cost effective, tax-efficient, and structurally sound for the long term!

Please email the team at brandon.vecchio@nm.com if you’d like to have a brief 7-9 minute intro conversation.