WEALTH
MANAGEMENT
REDESIGNED

SurePath provides comprehensive financial planning and wealth management services. Coordinated by a single team, under one roof, for one simple fee.

WHY
SurePath

We are not your typical
Wall Street brokerage firm.

Today 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.

whats the difference

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.

At SurePath, we believe that overpaying for investment management creates a drag on your ability to create wealth.

With that in mind, we charge one all-inclusive fee for investment management, financial planning, and advice based on a percentage of assets managed. We don’t charge fees to open an account, and you won’t see any vague line-item charges for service or maintenance. In other words, you can safely expect not to see anything unexpected.

OUR FEES

Less than $10 Million
0.95% per year

Greater than $10 Million
Based on Complexity

OUR APPROACH

We Make Your Financial Life
Less Complicated

The traditional approach to financial advice

The financial services industry has rewarded product sales and investment management over financial planning and advice for decades. And, as much as advisors claim to be customer-centric, most are simply not structured to provide clients with the services they really need.

We take a different
approach

We focus on providing actionable advice instead of selling products. We have experts in house that handle your tax, estate, investment, healthcare, and retirement income planning. We coordinate all of your wealth components so you can relax and enjoy your retirement.

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.

BART MCNEIL Senior Wealth Advisor - SurePath Wealth Management

BART MCNEIL

Senior Wealth Advisor


Bart works with families to gain a clear understanding of their unique goals, needs and concerns. He then collaborates with the family to create a comprehensive financial plan tailored to their individual circumstances. This plan addresses portfolio management, tax strategies, retirement income planning, wealth transfer considerations, risk management, retirement analysis and education planning.

Prior to joining SurePath, Bart worked as a regional consultant at multiple investment firms where he held both client and employee leadership roles

BRIAN OTT Senior Wealth Advisor

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.

CONTACT
SUREPATH

OUR LOCATIONS

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

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

DALLAS
8641 5th Street Suite W5,
Frisco, TX 75034

MASSACHUSETTS

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

SWAMPSCOTT
352 Humphrey Street
Swampscott, MA 01907

Email: [email protected]
Tel: 512-994-0766
Tel: 617-906-6042
Toll-Free Tel: 844-573-7230

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

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