AlphaCore Wealth Advisory has added Brave Family Advisors, a boutique wealth management practice overseeing approximately $700 million in client assets, expanding AlphaCore’s presence in the Northeast.
Founded in 1992, Brave serves high-net-worth and ultra-high-net-worth households through a family office-oriented approach. The firm is led by Founder Brett Haire and President Scott Morrison and joins AlphaCore with eight professionals, including four advisors.
The transaction supports AlphaCore’s expansion in the New York metropolitan area and marks the opening of its Summit, New Jersey office. Brave also has operations in Tiverton, Rhode Island.
Brave clients will gain access to AlphaCore’s broader capabilities across in-house tax strategy and preparation, trust and estate coordination, philanthropic planning, family governance and private markets research.
Through AlphaCore Family Office Services, clients can also access integrated services addressing financial, operational and legacy planning needs.
Turkey Hill Management served as financial advisor to Brave, while Troutman Pepper Locke acted as its legal counsel. Sheppard, Mullin, Richter & Hampton served as legal counsel to AlphaCore.
KEY QUOTES:
“Brave Family Advisors represents a foundational investment in our long-term strategy for expansion in the New York area and marks the opening of our Summit, NJ office. We believe the market presents a significant opportunity for growth over the coming years.”
Dick Pfister, Founder and CEO of AlphaCore Wealth Advisory
“AlphaCore’s commitment to clients, collaborative culture, and deep bench of resources made it the right fit for our team and the families we serve.”
Scott Morrison and Brett Haire of Brave Family Advisors
