A lifelong learner and self-proclaimed entrepreneur, Garrett is committed to redefining financial planning for America’s most successful business owners. Garrett strives to create transparency and simplicity where ambiguity once stood. He fights the Wall Street establishment to show business owners and CEOs how to achieve their most critical goals and objectives. Garrett believes client objectives aren’t fulfilled through jargon and empty promises of “great customer service,” but through action and intention. He is passionate about the leadership, relationship and creativity his team brings to the most complex of family businesses and executives. Garrett’s commitment to comprehensive financial planning and objective advice, has led to Brix Wealth Management working with some of the country’s most visionary business owners.
In his personal life, Garrett collects wine and calories, and has long dreamed of opening his own restaurant concept. With his wife, Kim and son, Mason, he has travelled to over 42 countries, usually indulging in the edible and potable treats the region has to offer. He is a reluctant marathoner (3x), slow triathlete (first half Ironman in 2017), petrified scuba diver, slow skier, and die-hard ice hockey player and fan (go Devils!). Believing balance is key in life— even for the most successful of business owners— he is dedicated to ensuring his clients, who become entrepreneurs to have work-life balance, stay accountable to that original intention.
He is currently launching Unnetwork, a start-up designed to reinvent traditional business networking, as well as the Brix Foundation, where he and Kim intend to foster a gourmet beverage concept hiring adults with intellectual and physical disabilities. One hundred percent of profits will go towards international efforts of promoting the livelihood of individuals with disabilities.
Having personally gone through a generational family business transfer, he is thrilled to dedicate his firm’s work to helping companies or individuals keep the business, or its realized value, in the family. Publishing his first book in mid-2017, “Getting out Gracefully”, Garrett feels lucky to be able to live and breathe his passion each day.
Licensed – CA, CT, DE, FL, MI, NJ, NY, PA, SC, VA, TX
Domiciled in New Jersey, CA insurance license #0H81660