&Partners announced several recent additions to its wealth management community, including Brandon Downey at Triune Wealth Management, Three Points Wealth Planners, Brookside Wealth Advisors, and new team members at Wavewood Private Wealth.
The additions expand &Partners’ presence across several markets, including Myrtle Beach, South Carolina; Indianapolis, Indiana; Basking Ridge, New Jersey; and other areas served by the newly added practices.
Brandon Downey has joined Triune Wealth Management | &Partners in Myrtle Beach as Partner and Wealth Advisor. Downey brings experience serving clients and supporting their financial planning needs.
&Partners also welcomed Three Points Wealth Planners, a practice founded by Scott Sargent. Sargent serves as Founder and Managing Director of the practice, which was built around three core planning priorities: family, retirement, and legacy.
Three Points Wealth Planners provides financial planning and wealth management services centered on those priorities. The team also includes Colten Franco, Partner and Financial Advisor; Betty Ahn, Senior Client Relationship Manager; and Katie Gracia, Client Service Associate.
Brookside Wealth Advisors has also joined &Partners. Based in Indianapolis, Brookside Wealth Advisors provides financial planning and wealth management services to families, business owners, and retirees throughout the region.
The Brookside Wealth Advisors team includes Adam Cloyd, Partner and Financial Advisor; Don Cobb, Partner and Financial Advisor; Jessica “Jessie” Ebling, Financial Advisor; Jeana Golden, Senior Client Associate; Meredith Cobb, Client Associate; and Jenna Mosley, Client Associate.
In Basking Ridge, New Jersey, Morgan Castner, Jeffrey Libman, and Tara Writt have joined Wavewood Private Wealth &Partners. Castner and Libman serve as Partners and Managing Directors, while Writt serves as Senior Client Relationship Associate.
The Wavewood Private Wealth team specializes in generational wealth planning, asset management, legacy planning, tax-aware portfolio management, and coordinated risk management strategies.
Castner was recognized on the Forbes Best-In-State Wealth Advisors list in 2026 and the Forbes Top Next-Gen Wealth Advisors Best-In-State list in 2024. Libman has also been recognized as a Forbes Best-In-State Wealth Advisor.
&Partners said the additions reflect its continued focus on partnering with advisors and teams that deliver personalized financial planning, wealth management, and client service.
KEY QUOTE:
“At Triune, we’ve always believed that the best outcomes come from trusted relationships and a team working in alignment. Brandon Downey embodies those values. We’re proud to welcome him as Partner & Wealth Advisor, and I’m confident his experience, integrity, and collaborative spirit will create meaningful synergy for both our team and our clients.”
John Gallman, Founder and Managing Director of Triune Wealth Management | &Partners
