Brass Tax Wealth Management, Inc.
Brass Tax Wealth Management, Inc. was an independent, fee-based financial planning and investment advisory firm headquartered in Cincinnati, Ohio. Founded in 2014 and registered as an investment adviser in 2016, the firm employed about 12 financial advisors and served high-net-worth individuals and families by providing personalized wealth planning, investment management, and tax strategies. In September 2025, Brass Tax Wealth Management was acquired by Waverly Advisors, further expanding Waverly's regional presence and service capabilities.
Investment Strategy
Brass Tax Wealth Management offered tailored wealth planning and fiduciary investment management focused on the unique needs of each client, integrating integrity, transparency, and long-term relationship building. The firm prioritized comprehensive financial planning, portfolio management, and personalized tax strategies, emphasizing client education and collaboration to help clients achieve holistic financial well-being. Post-acquisition, clients benefit from enhanced technology and a broader range of services as part of Waverly Advisors.
Top Holdings
Equity Positions (218)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.27% | $79.3M | 139,614 | $513.36 | $568.03 | +$10.5M |
V VB | VANGUARD INDEX FDS | 6.28% | $32.6M | 137,666 | $231.18 | $236.98 | +$2.7M |
E EFA | ISHARES TR | 5.78% | $30.0M | 335,570 | $89.00 | $89.39 | +$28.7M |
V VTI | VANGUARD INDEX FDS | 5.08% | $26.4M | 86,771 | $259.78 | $303.93 | +$2.6M |
S SCHG | SCHWAB STRATEGIC TR | 4.46% | $23.2M | 793,461 | $25.84 | $29.21 | +$4.2M |