Brian Stephenson is a Founding Partner and is responsible for the Private Wealth Management experience which provides comprehensive investment consulting and wealth management for all of Holos Integrated Wealths’ clients.
Brian helps clients experience the best industry practices that leads them to fulfilling their financial plans in life. The process that drives this experience is accomplished through the steps of financial planning, identification of appropriate asset allocations, proactive investment screening and regular portfolio rebalancing.
Brian started his career in 1996 and received numerous awards from Smith Barney and Wells Fargo. After experiencing the generalized services that traditional brokerage firms provide, Brian envisioned a firm that was more geared toward a customized client experience. In 2015, Brian joined David Matulewicz in forming Holos Integrated Wealth.
Brian is active in the community in helping several non-profits and being members of Saint Maximillian Kolbe Parish. He and his wife Danielle have two children, Elle and Holden. Away from the office, Brian enjoys fitness, golf, platform tennis and supporting their two kids’ sports events.
