Brenton Point

OVERVIEW

Brenton Point Wealth Advisors was founded on the principles of combining experienced institutional investment management professionals with senior level wealth advisors, delivering customized investment advice, financial planning, and family office services. Our clients benefit from having access to investment thinking and capital markets expertise that traditionally was reserved for the institutional investment community. We deliver tailored investment and planning solutions to meet individual clients' long-term investment goals. The Firm’s senior leaders have built and managed investment solutions that have served family offices, pensions, sovereign wealth funds, endowments and foundations globally for more than 30 years. Brenton Point Wealth Advisors is well qualified to provide private advice, guidance and access across your personal and/or institutional needs.

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INVESTMENT ADVISORY

Our independent advisory approach delivers a customized investment solution utilizing both our proprietary research and investment management expertise combined with vetted investment managers.

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FINANCIAL PLANNING

Defining one’s goals and developing a comprehensive plan are an essential component to achieving financial success. Our disciplined planning process provides clients with a road map to manage through life events and achieve milestones.

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FAMILY OFFICE

We provide customized and comprehensive reporting across sophisticated investment programs to manage and track the financial needs and wealth transfer strategies of our investors.

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STRATEGIC PROVIDERS

Delivering independent investment advice and guidance through institutional solutions and global banking capabilities.

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INSIGHTS

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11/12/2021

Strong Stock Market: Bullish through March

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10/15/2021

Critical Conversations: What’s Changed

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10/13/2021

Equities Ratings Uptick

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OUR PEOPLE

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Patrick Gingras

Co-Founder, Co-President and Private Wealth Advisor

Patrick Gingras is Co-President and Private Wealth Advisor for Brenton Point Wealth Advisors. Most recently, Patrick was recognized on the 2019 Forbes “Best-in-State Wealth Advisors” list as one of the top 100 advisors in the state of Connecticut. Previously Patrick served as Senior Vice President and Board Member of Essex Financial Services. A 1994 graduate of Trinity College, Patrick began his career at MFS Investment Management in Boston, working in various capacities. He later worked for Putnam Investments in Boston and Sun Life of Canada in Charlotte, NC, where he was named Regional Vice President. Patrick subsequently spent seven years with The Hartford in Boston as a Regional Director. He holds the Series 6, 7, 63 and 65 licenses. Awards or rankings are not indicative of future success or results. For information on the ranking methodology for the Forbes “Best-in-State Wealth Advisors” ranking – please see this link

Matthew H. Wu

Private Wealth Advisor

Matthew Wu is a Private Wealth Advisor for Brenton Point Wealth Advisors, located in the Madison and Westport, CT offices. Matt recently served as an Associate Advisor for Coastal Bridge Advisors, in the Westport, CT office where he was responsible for the co-management of client portfolios with one of the founding partners and also served as co-head of the investment committee. He was responsible for designing and executing customized portfolio solutions based on financial planning for clients. Prior to Coastal Bridge Advisors, he spent eight years at Merrill Lynch, Private Wealth Management in the Stamford, CT office. Matt is a graduate of Bates College. He holds the FINRA 66 license.

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