Who We Are
What sets us apart is our ability to see the full picture—using every resource at our disposal to build a strategy that supports your entire financial journey. At Bruin Wealth Advisors, our approach focuses on aligning every facet of your financial life—investments, planning, tax strategy, non-financial considerations, succession planning, and more - to help you reach your goals with confidence.
Our Services
Providing our clients with peace of mind is at the forefront of what we do. We take a holistic view of your complete financial picture as we implement tax smart investment strategies tailored to your financial goals, guiding the way as a trusted partner at every step.
Investment Advisory
Grow your nest egg with a diversified, strategic portfolio designed for long-term success. We assist you in bridging the gap between your emotions and your money.
Multi-Family Office Services
We provide tailored wealth management for ultra-high-net-worth families, covering estate and tax planning, philanthropy, family education, and lifestyle management.
Retirement & Legacy Planning
We help you prepare for a secure and fulfilling retirement—whether you're just starting out or nearing retirement. We also guide you in building a lasting legacy through estate planning, generational wealth transfer, and long-term support for your loved ones.
Comprehensive CIO Services
Our role as your outsourced Chief Investment Officer ("CIO") provides you with a dedicated team, a network of professionals, an objective sounding board, and thoughtful investment strategies caring about financial and non-financial factors.
Let’s Build Your Financial Future Together
Contact us today to schedule a consultation and discover how Bruin Wealth Advisors can help you achieve your financial goals.
