Bryan McCloskey

Bryan McCloskey has been working for over a decade to help clients Build Wealth Strategically and Re-Write their approach to Retirement and Investing. He is an Investment Advisor, manages a Life Settlement Investment Fund, has his life insurance license in multiple states, has received a retirement coaching designation CASL® from the American College in Bryn Mawr, Pennsylvania, and is a National Social Security Certificate Holder.

Bryan entered the industry right after the stock market crash of 2008 and saw a lot of people get hurt following typical planning approaches that were driven by the big financial companies.

Looking to make an Impact as opposed to perpetuate that demise, Bryan strives to educate and inspire clients to seek understanding and strategy in their approach to wealth, and offers uncorrelated alternatives to typical stock market investments as well as proprietary approaches to managing what clients want to keep in the stock market.

Clients of Bryan’s include business owners, real estate investors, entrepreneurs, employees and retirees who are dissatisfied with conventional “run-of-the-mill” financial advice and who are looking for proven systems and intelligent options, not sales pressure or hype. His clients appreciate a true Fiduciary approach to making important financial decisions.

On a personal note, Bryan follows and implements his own advice, and enjoys exercise, is happily married with a beautiful little daughter, and enjoys time with family and friends.


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