Co-Founder & Sr. Wealth Manager
The Retirement Studio
Brian is a wealth advisor and partner at The Retirement Studio with over 20 years of experience, specializing in equity-compensated professionals and business owners. Brian and his wife, Dr. Kathleen Boswell—an OB/GYN with Women's Health Domain—are raising four children in Round Rock, Texas, where the family is active at First United Methodist Church Round Rock. Brian enjoys hunting, coaching youth sports, and World War II history.
What does it take to scale an independent advisory practice nearly +300% in just two years? In this case study, discover how one advisor leveraged AI, outsourced investment management and streamlined back-office operations to accelerate growth without sacrificing independence. From building a distinctive brand to integrating AI into daily workflows, explore the strategies, technology and operational support that Savvy Wealth offers to help advisors spend less time managing their businesses and more time growing them.