Welcome to Brave New Wealth
At Brave New Wealth, we believe true wealth isn't simply accumulated—it's intentionally designed and boldly lived.
The financial industry often defines wealth solely in numbers, asset balances, and portfolio returns. But through my nearly two-decade career advising clients, I’ve seen clearly: numbers alone never tell the full story. Your dreams, your values, your courage, and your vision for life—these are the threads that weave together a genuinely wealthy life.
This realization led me to create Brave New Wealth.
Why Brave New Wealth Exists
We live in an era saturated with generic financial advice and cookie-cutter portfolios. Financial plans are often templated solutions that fail to capture the richness and uniqueness of your story. I founded Brave New Wealth because I knew there was a better way—a more human, deeply personalized, and strategically robust way to guide clients toward their boldest visions.
At Brave New Wealth, every strategy is custom-crafted. We take the time to deeply understand your values, your purpose, and your ambitions. Our work goes beyond generic advice—it's innovative, rigorous, and tailored to precisely reflect the life you want to create.
Our Approach: Purpose, Precision, and Innovation
We blend thoughtful innovation with time-tested principles, combining cutting-edge financial technology and sophisticated private market and impact investing strategies. Our approach provides you with clarity, alignment, and empowerment around every decision.
When you work with Brave New Wealth, you can expect:
Personalized strategies tailored specifically for you, leveraging the industry's best analytical tools.
Creative solutions including private market access, innovative lending, and curated impact investments aligned with your values.
Rigorous planning that blends investment strategies, tax optimization, estate considerations, and personalized advice.
Your Brave New Journey: What to Expect
Your journey with Brave New Wealth will look different. Our signature process follows five carefully designed steps:
Discovery: Understanding your story, your values, your ambitions.
Clarify + Explore: Untangling complexity and identifying your true financial priorities.
Design Your Wealth Life: Crafting a deeply intentional, customized financial roadmap.
Implement + Align: Bringing your plan to life through purposeful action and execution.
Reflect + Evolve: Ensuring your financial life remains aligned with your evolving goals.
A Brave Invitation
If you're tired of conventional wisdom and ready for something deeply personalized and genuinely crafted, Brave New Wealth might be the right partner for you.
We invite you to begin a new conversation around wealth—one centered on meaning, intentionality, and bold vision.
Begin Your Brave New Journey →
About the Author:
Brian Canning, CFP®, AIFA®
Founder of Brave New Wealth
Brian founded Brave New Wealth after 17 years in the financial industry, including 13 years at a values aligned independent registered investment advisor, to redefine the experience of wealth management. Through deep listening, strategic planning, and innovative financial strategies, he guides clients toward living boldly intentional lives.
