New York, NY W 41st St Office

Team
Updated today

Client AUM

$78,651,112

Clients

100

Advisors

2

Of 4 advisors across 3 offices

Location

135 W 41st St, 5th Floor

New York NY 10036

Advisors at this office

2

Advisors at this office

Tim H

CFP®

New York, NY

Firebrand Wealth Management, LLC

Most people come to me at a similar point in life: income has jumped, life has gotten complicated faster than anyone prepared them for, and they have no time to sort it out. That's where I come in. I'm a CFP® professional and financial advisor with Firebrand Wealth Management, a women-owned fee-only fiduciary RIA. Our firm serves women, their families & allies, along with people that our industry has traditionally overlooked. That's the work I care about. I'm also a first-generation professional, and many of the people I work with are building wealth without a foundation. That includes LGBTQ+ households. I mentor first-generation business students at Rutgers for the same reason. My clients typically fall under two buckets: - Physicians, from residency training through pre-retirement. Residents and fellows moving into attending roles, mid-career doctors weighing partnership decisions (e.g., private practice, private equity-backed, or non-profit), and attendings planning for their next step. Student loans and PSLF, contract review, retirement plans, estate planning, and asset protection. - Early-career professionals in tech, marketing, law, and consulting whose pay is complicated and who are making these calls for the first time. Equity compensation like RSUs and ISOs, tax planning, cash flow, and an investment strategy you can stick with.

Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Childfree Young Families Women Professionals Gen Y/Millennials (Born 1980-1995)
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Stephanie H

CFP®

New York, NY

Firebrand Wealth Management, LLC

Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.

Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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