Welcome

At The Tipp Bruno Team, we help a high-achieving clientele advance meaningful goals in their lives and legacies. We understand the needs of high- and ultrahigh-net-worth individuals, families, and institutions, and we cater to those priorities with diligence and professionalism.

Founded by Justin Tipp, we are a close-knit team that collaborates well with clients and each other, advancing client goals through the steady application of our shared talents and hard work. When clients engage our advice, they draw on our complementary strengths in investing, planning, wealth transfer, family wealth dynamics, and service. We take genuine pleasure in doing our work exceptionally well.

We recognize that significant wealth is different—in its scale, its complexities and its opportunities. Our team is well positioned to help clients unify multiple facets of their wealth, uncovering underlying efficiencies and remedying gaps across the breadth of their financial framework. We offer continuity for generations to come, eager to help clients enjoy greater confidence in the trajectory of their wealth.

A fiduciary approach
Our founder and Wealth Partner, Justin Tipp, holds the CERTIFIED FINANCIAL PLANNER^®^ designation, while our Wealth Advisor, Dominic Bruno, is a Chartered Financial Analyst^®^ Charterholder, awarded through the CFA^®^ Institute. These designations convey our obligation to pursue a client's best interests, serving as fiduciaries.

The fiduciary standard is an important distinction in the management of client wealth. By putting clients' interests first, we are mandated to pursue a path of integrity and transparency for every interaction—a code of conduct that we believe is critical to quality relationships and client success.

An integrated approach to wealth
We work with a number of individuals and families who have encountered complexity in their financial affairs. They hail from varied backgrounds, including real estate investors, private equity principals, senior executives, entrepreneurs, professionals and multi-generational families. We also advise a number of nonprofit organizations and foundations, proud to contribute to the essential work they do within our communities and around the world.

To each of our relationships, we offer sustained attention, getting to know clients deeply and maintaining those ties over years—often decades. Here are a few of the ways we look to differentiate our approach:

• Proprietary investment management. We actively manage client portfolios, applying strategic and tactical insights to support clients' long-term objectives. Consulting a wide range of research sources, we offer a thoroughly reasoned investment approach that synthesizes quantitative and qualitative variables.
• Wealth transfer. We look to help families cement lasting legacies, building wealth that endures beyond one or two generations. To that end, we offer a taxsensitive approach to planning, investing, trust and estate services, and philanthropy. We also connect clients to specialists in disciplines such as family governance and next-generation stewardship, providing clients with best practices associated with the transmission of a family's vision and values.
• Philanthropic services. For our institutional clients, we offer extensive knowledge of Investment Policy Statement design and implementation, helping them pursue greater financial stability and organizational capacity. We also facilitate access to specialists in board and staff education, nonprofit administration, and governance, providing institutional clients with the resources to amplify the impact of the critical work they perform.
• Quality-of-life initiatives. Our goal is to make clients' lives easier and less stressful. We know how important attentive service is to the people we advise, so we make ourselves extremely accessible. Clients know they can reach us at any time. Consistency and professionalism are the hallmarks of our service ethic.

We welcome the chance to speak with you about your wealth management needs.