Jared’s practice is focused on risk management and estate planning for ultra high net worth families and small business owners. Domiciled in New York.
As a founder of Brix Partners, Jared works closely with Registered Investment Advisors, Private Banks, Trust Companies & Family Offices and their clients to lead a comprehensive planning process directed towards goal-driven implementation. Jared is a member of several highly esteemed organizations in the financial services industry, including the National Association of Insurance and Financial Adv
04/29/2026
Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead. Register using the link below.
https://bit.ly/4vXQzEx
Markets ended the week slightly higher, with stocks rising amid volatility tied to Iran-related geopolitical headlines. Treasury yields inched up on higher energy prices and firmer inflation expectations. Consumer spending remained resilient, though sentiment stayed subdued. For more key learnings, give our weekly market perspective a read.
04/23/2026
Reminder to register! Looking for a deep dive into the state of economy and key themes to watch for? Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead.
https://bit.ly/4tuDGQP
04/22/2026
Check out this guide: 5 Smart Money Moves in Today’s Market. Then, let’s talk about your 2026 goals.
https://bit.ly/3QB3koc
Markets rallied last week as easing Middle East tensions, lower oil prices, and strong early earnings lifted sentiment, pushing equities back toward record highs. Near-term volatility risks remain given ongoing geopolitical uncertainty and potential energy supply disruptions. Check out this week’s market perspective to learn more.
04/20/2026
With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.
04/20/2026
Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with education on savings, budgeting, and retirement. Let's connect.
04/16/2026
Join us as Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, helps put recent volatility into context and understand the key forces shaping portfolio outcomes in the months ahead. Click the link below to register.
https://bit.ly/4eqeMgj
Markets rebounded as U.S.–Iran ceasefire optimism eased energy concerns, pushing oil prices lower and supporting risk assets. Treasury yields were largely unchanged, and volatility stayed elevated amid mixed signals on inflation, growth, and geopolitics. Learn more with this week’s market perspective and key insights.
Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.
04/06/2026
A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.
04/06/2026
A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.