Brave New Wealth

Brave New Wealth is an independent, state-registered advisory firm operated by a single advisor that provides investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, and certain institutional/pension clients, including cross-border or foreign-asset situations. Services are offered on discretionary, non-discretionary (with trading authorization), and advisory-only/OCIO bases, and the firm may engage third‑party sub‑advisors to implement specialized strategies.

The firm uses a core/satellite construction that combines passive, factor-tilted core allocations with satellite allocations to alternatives and diversifying strategies, and it documents client objectives in Investment Policy Statements with ongoing monitoring and rebalancing. Brave New Wealth employs derivatives-based approaches — including options-based ETFs and box spread strategies — and may use synthetic borrowing inside separately managed account sleeves or via sub‑advisors to implement targeted financing or yield-management tactics.

Compared with peers, the firm is unusual for a solo adviser in that it manages charitable organization clients and provides institutional-style OCIO and outsourced consulting to held-away accounts while using a third‑party platform to facilitate defined-contribution and other retirement account management. It also integrates sponsored financial-planning engagements (where a third party may pay planning fees), access to private and alternative investments through sub‑advisors, and a bundled planning-plus-management service model.