surepathweathlibrary

Wealth

Management

REIMAGINED.

One Team.

One Roof.

One Simple Fee.

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COMPREHENSIVE

Financial planning.

Wealth Management.

Peace of mind.

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UNIQUE

Not a typical

Wall Street

brokerage firm.

buildings

Individual or Institutional

We have you covered.

WHY SurePath?

Every banker, broker and adviser claims to offer the same level of service, leaving clients wondering where to turn. In all this sameness, SurePath offers a new direction. Our thinking has led us to start-up a wealth management practice that focuses on providing clients actionable advice with tangible impact.

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OUR SERVICES

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Optimize risk & return on your behalf

Our investment approach is informed by decades of academic research. We combine fundamental indexing and global diversification to deliver superior risk adjusted returns.

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Purposeful financial planning

We help you define your goals and coordinate your tax, estate, investment, healthcare, and retirement planning.

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SurePath WealthHub

We organize all of your accounts and provide you with your own digital wealth management portal

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Facilitate Tax Optimization

We do this by applying tax loss harvesting, reallocating assets to tax-deferred accounts, and helping you realize higher yields in your retirement account.

The financial services industry has rewarded product sales and investment management for decades. In the process, customer’s actual needs have taken a back seat. As much as advisors claim to be customer-centric, most are simply not providing the services the client really needs.

WE DO THINGS DIFFERENTLY

By focusing on supplying actionable advice instead of pushing products, we have your best interest in mind instead of our compensation. At SurePath you will find a team of experts working together under one roof to coordinate your tax, estate, investment, healthcare, and retirement income planning. Relax and enjoy the path.

OUR APPROACH

  Intelligent Investing

We build portfolios based on the science of financial markets. Decades of research guide the way.

  Unbiased Advice

We are committed to pure transparency and the elimination of any conflicts of interest.

  Ongoing Financial Planning

Planning your personal finances is a life-long process. We’re with you every step of the way.

  Unlimited Access

You’re off the clock. Contact a SurePath advisor through phone, email, or in-person.

OUR FEES

$1-$100,000
Account Balance

$7900monthly Fee*
  • recurring deposit to investment account required*

$100,000-$10,000,000
Account Balance

0·95 %Annual Fee
  • fees based on account value at quarter-end

$10,000,000+
Account Balance

Based on complexity
  • Multi-Family Office services are offered to a select group of ultra high net worth families.

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UNCOMPLICATING Your Financial Life

OUR TEAM

PATRICK BREWER, CFA, CPA Founder | Senior Wealth Advisor - SurePath Wealth Management

PATRICK BREWER, CFA, CPA

Founder | Senior Wealth Advisor


Patrick is the Founder of SurePath Wealth Management and draws on more than a decade of multidisciplinary experience to help clients solve their financial challenges.

Prior to founding SurePath, Patrick managed over 200 million dollars of individual and institutional assets, acquired 2 companies, and helped train hundreds of financial advisors across the country on financial markets and portfolio management.

Patrick is passionate about helping people create, preserve, and transfer wealth

TIM POWER, AAMS Director | Senior Wealth Advisor

TIM POWER, AAMS

Director | Senior Wealth Advisor


Tim is a Senior Wealth Advisor at SurePath and oversees our operations in Boston. Tim helps clients develop, implement, monitor and update wealth management strategies in pursuit of their financial goals.

Tim brings 14 years of industry experience to the SurePath team, He has held senior roles at multiple globally recognized investment firms and has helped hundreds of individuals maximize their finances.

When Tim is not creating a brighter future for our clients you will find him on mission for Jesus Christ.

RYAN MANNEN | Senior Associate

RYAN MANNEN

Senior Associate


Ryan is a Senior Associate at SurePath and assists the team with financial planning, investment due diligence, and portfolio analysis.

He is a technological optimist and is always finding ways to make us more productive to better serve our clients.

Ryan is responsible for our on-boarding process and provides client service support.

 

KEVIN SHAY, CPA Consultant | SurePath Wealth Management

KEVIN SHAY, CPA

Consultant


Kevin brings over 30 years of experience in tax, audit, and insurance to the SurePath team.

He helps our clients reduce their tax liability and make smart decisions about their healthcare planning in retirement.

Prior to joining SurePath, Kevin was a consultant at Accretive solutions where he had a broad range of responsibilites which included business transformation, financial accounting and reporting, and internal audit.

BRIAN OTT

Senior Wealth Advisor


As a senior wealth advisor, Brian works with clients to generate, implement and maintain comprehensive wealth management strategies designed to help them achieve their most important financial goals.

Brian also has extensive experience in retirement plan services for corporate clients. He helps businesses address liabilities as a retirement plan sponsor by selecting appropriate service providers for their plans, scheduling and documenting the plan review process, developing an investment strategy, and providing guidance to their participants.

 

OUR LOCATIONS

TEXAS

AUSTIN
11801 Domain Blvd, 3rd Floor
Austin, TX 78758

ROUND ROCK
1000 Heritage Center Cir V323,
Round Rock, TX 78664

SAN ANTONIO
8000 Interstate 10 Frontage Rd #1500
San Antonio, TX 78230

DALLAS
7700 Windrose
Plano, TX 75024

MASSACHUSETTS

BURLINGTON
67 South Bedford Street
Suite 400 West
Burlington, MA 01803

Email: info@surepathwealth.com
Tel: 512-994-0766
Tel: 617-906-6042

CONTACT
SUREPATH

Ready to start solving your financial challenges? Let’s start a dialogue.

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