Brandon Sullivan

Meet the Founder

About Spring Street Wealth

Founded by Brandon Sullivan, CFP®, Spring Street Wealth provides a selective, boutique advisory experience for successful professionals who want to make intelligent, long-term financial decisions.

Brandon previously advised on over $1.2B in client assets during 15 years on Wall Street before establishing a firm built around clarity, tax awareness, and disciplined long-term structure.

Spring Street Logo

Because wealth doesn’t need to be complicated. It needs to be deliberate.

Who We Help

 

High-Earning Professionals

As your income grows, decisions compound. We help bring order, intention, and long-term strategy to your financial life - so every choice aligns with your future.

Explore Equity Strategies

 

Executives & Founders with Complex Compensation

Equity, vesting schedules, liquidity timing, and tax planning require thoughtful coordination. We help evaluate decisions in context - not in isolation.

Discover Executive Solutions

 

Business Owners & Private Investors

Your finances don’t live in a spreadsheet - they live in your business, your income, your legacy, and your time. We bring continuity and structure to long-term wealth decisions.

View Investment Approach

 

High-Earning Professionals

As your income grows, decisions compound. We help bring order, intention, and long-term strategy to your financial life - so every choice aligns with your future.

Explore Equity Strategies

 

Executives & Founders with Complex Compensation

Equity, vesting schedules, liquidity timing, and tax planning require thoughtful coordination. We help evaluate decisions in context - not in isolation.

Discover Executive Solutions

 

Business Owners & Private Investors

Your finances don’t live in a spreadsheet - they live in your business, your income, your legacy, and your time. We bring continuity and structure to long-term wealth decisions.

View Investment Approach

 

High-Earning Professionals

As your income grows, decisions compound. We help bring order, intention, and long-term strategy to your financial life - so every choice aligns with your future.

Explore Equity Strategies

 

Executives & Founders with Complex Compensation

Equity, vesting schedules, liquidity timing, and tax planning require thoughtful coordination. We help evaluate decisions in context - not in isolation.

Discover Executive Solutions

 

Business Owners & Private Investors

Your finances don’t live in a spreadsheet - they live in your business, your income, your legacy, and your time. We bring continuity and structure to long-term wealth decisions.

View Investment Approach

 

Our Services

Sophisticated wealth, made simple.

Comprehensive Wealth & Investment Management

Integrated planning and portfolio management - coordinated across taxes, liquidity needs, compensation structures, and long-term goals.

Tax-Efficient Portfolio Construction

We evaluate the tax characteristics of each investment and determine appropriate placement across taxable, tax-deferred, and trust accounts as part of a tax-aware portfolio design process.

Equity Compensation & Liquidity Event Strategy

Clear guidance for founders, executives, and professionals navigating RSUs, ISOs, NSOs, tender offers, liquidity rounds, or exits.

Capital-Gain & Long/Short Offset Strategies

For clients facing significant embedded gains or unavoidable realization events, we design disciplined offset strategies.

Coordinated Oversight of Your Financial Life

We act as your personal CFO - helping ensure that the professionals you work with stay aligned, informed, and working in your best interest.

Charitable & Legacy Strategy

We design long-term giving frameworks that maximize tax benefits and reflect your values.