Meet the Founder
About Spring Street Wealth
Founded by Brandon Sullivan, CFP®, Spring Street Wealth provides a selective, boutique advisory experience for 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.
Because wealth doesn’t need to be complicated. It needs to be deliberate.
Who We Help
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
Spring Street Wealth evaluates 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, Spring Street Wealth designs disciplined offset strategies.
Coordinated Oversight of Your Financial Life
Spring Street Wealth acts as your personal CFO - helping ensure that the professionals you work with stay aligned, informed, and working in your best interest.
Charitable & Legacy Strategy
Spring Street Wealth designs long-term giving frameworks that maximize tax benefits and reflect your values.