My priority is being the advisor you trust, who understands your whys and solves for the hows.
It starts with listening to your story, and planning for life's changes.
Personal finance can become a frustratingly impersonal space. Many firms offer a yearly phone call, some graphs in an attached .pdf, and the status quo that you need to hang on until retirement to start dreaming of what to do with your money.
But our lives don’t fit neatly into a template. Our motivations change, families grow, and difficult seasons happen. Sometimes our careers present us with complexity, like equity compensation, or big changes affecting our tax situations or investment strategies.
With Wysopal Wealth, every conversation goes deeper to understand your unique story and life goals, and every decision we make together is centered around you. You’re always prioritized as a client, as I purposely keep my client list small, and more focused. A minimum of three meetings happen a year to ensure we’re always feeling on track, and that questions can be thoroughly answered.
My Difference
Financial planning that fits you, not the other way around.
Who I Serve
An advisor for professionals and families who value their time and energy.
I partner best with high-income ($300K+ household income), equity-earning professionals and executives looking to delegate their ongoing financial planning and investing needs to an experienced advisor.
Your time is too limited to manage the complexity of your finances, investments and taxes, and you would rather spend that time focusing on what matters most to you. If this resonates, book and intro to see if we’re a fit.
Your Financial Partner
Hi, I’m Brett — CFP®, ECA, and proud owner of Wysopal Wealth.
My path into financial advising was anything but conventional. For much of my early life, I was dedicated to maximizing my potential as a professional hockey player, competing into my late 20s in both Europe and the United States. As my hockey career neared its end, I found a new passion in finance — one that sparked the same drive, discipline, and commitment I had on the ice. That dedication led me to immerse myself in the field, studying rigorously to build a new career.
I started in the industry at a large broker-dealer before moving to one of the country’s largest RIAs. During that time, my passion for working with individuals with equity compensation grew. I founded Wysopal Wealth because I saw a need for a different approach — one that truly serves people navigating the complexities of equity. My firm is designed to help professionals maximize their equity while minimizing the stress that comes with the nuanced decisions it entails.
At a Glance
Designations
CFP® (Certified Financial Planner)
ECA (Equity Compensation Associate)
Location
Sitting in Chicago, Illinois — virtually serving clients across the United States.
Outside the Office
A girl dad with a love for hockey and holistic health.
When I'm not working with clients, you can find me spending time with my little girls and my wife, Channing, who’s also an entrepreneur in the design space. We’re in the fun phase of balancing ice skating and soccer schedules with never-ending bedtime routines, and we wouldn’t trade it.
While my hockey career has ended, I still play recreationally, and I love to watch hockey at every level. I enjoy spending time in the kitchen, getting lost in the rabbit holes of carnivore diet recipes and biohacking tricks, and my latest obsession is building our at-home gym.