Brian Coule · Financial Advisor

You built the balance sheet. Now build the plan behind it.

Private wealth planning for business owners, executives, and high earners who have outgrown generic advice — and want one place where the whole picture is actually accounted for.

Request a private review See who this is for
What you've accumulated
What it still needs
Concentrated business equity
An exit that doesn't hand half of it to taxes
Equity comp & deferred pay
A sell schedule tied to your life, not the vest date
Scattered accounts & old 401(k)s
One allocation instead of six overlapping ones
A high income and a higher tax bill
Order of withdrawals, entity, and timing done on purpose
Fit01

This works best for a specific kind of household.

Not everyone needs this level of planning. The people who get the most out of working with me usually look like one of these:

  • —Business owners with real enterprise value on the line and no formal plan for what happens at a sale, a transition, or an unexpected exit.
  • —Executives and high earners whose compensation is complicated — RSUs, options, bonus, deferred comp — and whose tax bill grows faster than their savings rate.
  • —Households above $500K in investable assets who have outgrown a robo-advisor and a mutual fund from 2009, but don't want a hard sell either.
  • —Families thinking one generation ahead — about what transfers, when, to whom, and how much of it survives the transfer.
Scope02

Planning first. The portfolio is downstream of it.

Investments are one line item in a much longer document. Here's what the rest of it covers.

Tax-aware strategy

Where income lands, which accounts it lands in, and what order it comes back out. Coordinated with your CPA rather than around them.

Business & exit planning

Valuation reality, buy-sell structure, key-person risk, and what the proceeds actually need to do once the wire hits.

Investment management

A single allocation across every account you own, built for the drawdown you'd have to live through — not the best-case chart.

Estate & legacy

Titling, beneficiaries, trusts, and charitable intent — reviewed on a schedule, so the documents still match the life.

Process03

Four conversations before anything moves.

Introduction

Thirty minutes. You describe the situation, I tell you plainly whether I'm the right fit. No documents, no pitch.

Discovery

We go through the full picture — accounts, entity, comp, debt, insurance, the family details that never make it onto a form.

The plan

You see the analysis and the recommendations, with the tradeoffs stated out loud. You decide what to act on.

Ongoing work

Implementation, then a standing review cadence. Plans age; this one gets revisited when your life changes, not annually by default.

Advisor04

Brian Coule

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[[ Optional second paragraph: credentials, firm affiliation, licenses, and anything personal that gives people a reason to trust you. ]]

Start a conversation
PORTRAIT / 4:5
Contact05

Request a private review.

Tell me a little about your situation. If it's a fit, we'll book thirty minutes. If it isn't, I'll point you somewhere better.