Brian M
Financial Guide / Personal CFO / Founding Partner at StrongHaven | Denver, Colorado, United States
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Brian M. serves as a Financial Guide, Personal CFO, and Founding Partner at StrongHaven, where he leverages his extensive expertise in family office management and wealth accumulation to help clients navigate the complexities of their financial landscapes. With a profound commitment to creating a lasting impact for future generations, Brian embodies the ethos of StrongHaven—a firm dedicated to providing more than just traditional wealth management. He believes that true financial stewardship involves understanding a client’s complete life vision and crafting thoughtful, strategic plans that align with their values and aspirations.
At StrongHaven, Brian leads key projects that focus on tax-advantaged investment strategies and alternative investments, ensuring that clients not only grow their wealth but do so in a manner that is sustainable and aligned with their long-term goals. His proficiency in behavioral finance allows him to guide clients through the emotional aspects of wealth management, fostering a deeper understanding of their financial decisions. Additionally, Brian’s expertise in health and long-term care insurance equips families with the necessary tools to safeguard their future, emphasizing the importance of comprehensive planning.
Brian’s multifaceted approach to financial advisory is rooted in a desire to empower families, helping them navigate business strategy and fundraising efforts with confidence. His vision is clear: to walk softly on the earth while pursuing excellence, ensuring that the financial legacies he helps build provide hope and opportunity for the next generation. In a world where financial landscapes are ever-evolving, Brian M. stands as a trusted partner, committed to guiding clients toward a prosperous future.
Financial Guide / Personal CFO / Founding Partner at StrongHaven in January 2020 to Present
Founder / Connector / Guide at Proximity Collective in July 2024 to Present
Managing Partner at Pipeline Capital LLC in May 2012 to January 2020
Wealth Management Advisor at Northwestern Mutual Financial in April 1995 to May 2012
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Leading Positive Change
Personal Development
Facilitation
Philanthropy
Leadership Development
Strategic Planning
Business Coaching
Executive Coaching
Public Speaking
Large Group Facilitation
Family Office
Family Wealth Management
Private Wealth Management
Holistic Financial Planning
Business Planning
Exit Strategies
Succession Planning
Estate Tax Planning
Estate Planning
Asset Management
Alternative Investments
Tax-advantaged Investment Strategies
Business Strategy
Risk Management
Coaching
Marketing Strategy
Strategy
Leadership
Teamwork
Fundraising
Entrepreneurial Organizations
Investment Strategies
Retirement Planning
Wealth Preservation Planning
Start-up Consulting
Asset Allocation
Inheritance Tax Planning
Financial Services
Wealth Accumulation
Behavioral Finance
Investments
Life Insurance
Health Insurance
Disability Insurance
Long Term Care Insurance
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Discover more about StrongHavenWhat is Brian M email address?
Email Brian M at [email protected]. This email is the most updated Brian M email found in 2026.
How to contact Brian M?
To contact Brian M send an email to [email protected].
What company does Brian M work for?
Brian M works for StrongHaven
What is Brian M's role at StrongHaven?
Brian M is Financial Guide / Personal CFO / Founding Partner
What is Brian M's Phone Number?
Brian M's phone (303) ***-*100
What industry does Brian M work in?
Brian M works in the Financial Services industry.
Brian M Email Addresses
Brian M Phone Numbers
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