Business Strategy Institute Faculty of Nevada
vincent d’addona
INSURANCE/FINANCIAL PLANNING/CERTIFIED EXIT PLANNER
Vince is a distinguished advisor at Strategies for Wealth. He has 38 years of experience providing services in four key areas: Estate Planning and Exit Planning for owners of closely held businesses, Distribution Planning for those at or nearing retirement, and Investment Coaching. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential.
Strategies for Wealth/Prometheus Planning
120 Broadway, 37th Floor New York, NY 10271
Phone: 212.701.7903
Mobile: 917.453.4008 www.strategiesforwealth.com
brennan drew
INVESTMENT ADVISOR/CERTIFIED EXIT PLANNER
Brennan is a Managing Director, Investment Advisor, and Author who has built his practice by bringing creative, holistic, and transparent strategies to his clients. As one of two Certified Exit Planners (CExP™) in the state of Nevada, he and his team work with business owners and physicians across the country to monetize the blood, sweat, and tears that professionals invest in their careers. No matter what stage of life you are in, he works to develop and implement plans to build wealth with tax aware strategies.
While at WestPac he has achieved numerous milestones. Including becoming Managing Director of the fastest growing financial firm in Las Vegas.
WestPac Wealth Partners 7631 Lone Tree Peak St. Las Vegas, NV 89166
Phone: 702.443.7284 www.westpacwealth.com
Attorney
Property Casualty - Risk Manager
M&A
Business Coach