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Bryant Lew

Bryant Lew

Partner, Chief Planning Officer

Bryant "Bri" Lew received his BA in economics from Baruch College in 2007. Bryant has been in financial services for over a decade and specializes in comprehensive financial planning and advanced tax planning strategies for businesses and accredited investors. Bri has a unique ability to collaborate with clients to identify investment opportunities, constant with the their needs, goals and tolerance for risk. He's been successful in assisting his clients with financial growth and development by utilizing strategies that minimize financial risks through insurance and advanced tax planning strategies to reduce or eliminate taxes. This extraordinary approach to financial planning sets Bri apart from traditional financial planners.