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The BRIM Approach
Nine Disciplines, One Unified Strategy
Wealth management at Bull Run isn't a menu of standalone services — it's a single, integrated system where every discipline operates inside one coordinated plan. Your investment decisions inform your tax strategy. Your tax strategy shapes your estate plan. Your estate plan reflects your insurance design.
Every service is connected to the others, so a Roth conversion factors in your estate plan and portfolio positioning simultaneously
One team manages the full picture, with dedicated partners for tax, estate, and insurance working in lockstep
Institutional-grade technology powers every decision, from Schwab custody to Black Diamond reporting to RightCapital planning
Fee-only, fiduciary, zero conflicts, so every recommendation is made entirely in your interest
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Coordinated Wealth
Management Disciplines
Management Disciplines
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Proprietary SMA
Strategies In-House
Strategies In-House
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Commissions, Conflicts,
or Hidden Fees
or Hidden Fees
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Dedicated Partners
Investment · Tax · Estate
Investment · Tax · Estate
Our Services
Comprehensive Wealth Management Solutions
A full suite of planning, investment, and advisory services organized into three integrated categories — each designed to grow, protect, and transition your wealth.
Core Planning & Investment
01
Investment Management
Four proprietary equity SMA strategies — Innovation, Growth, Core, and Low Volatility — actively managed in-house with tax-aware execution and quarterly performance reviews.
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02
Financial Planning
Living, interactive dashboards powered by RightCapital — Monte Carlo simulations, retirement projections, Roth conversion modeling, and scenario analysis updated in real time.
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03
Tax Planning & Preparation
Proactive multi-entity tax strategy through our CPA partnership — Roth conversions, harvesting, charitable offsets, and full return preparation for personal, business, and trust entities.
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Wealth Protection & Transfer
04
Estate & Gift Planning
Wealth transfer structures — GRATs, SLATs, ILITs, dynasty trusts, and gifting strategies — designed with Bobby Feisee, Esq. to reduce estate taxes and ensure legacy continuity.
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05
Insurance Planning & Risk Mitigation
Structured insurance solutions — life, disability, long-term care, umbrella — calibrated to your balance sheet and estate liquidity needs with ILIT coordination.
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06
Trust Services
Revocable and irrevocable trust design for family, philanthropic, and asset protection goals — with situs selection, trustee succession, and institutional coordination.
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Specialized Advisory
07
Marital Financial Planning
Integrated strategies for couples plus valuation support, asset division modeling, and financial guidance in the event of divorce proceedings.
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08
Cross Border Advisory
Cross-border tax compliance, asset protection, and investment structuring for globally mobile clients — minimizing international tax drag across jurisdictions.
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Your Technology
Institutional-Grade Infrastructure, Personally Delivered
Your accounts, reporting, and financial plan are powered by three institutional platforms that work together seamlessly — giving you real-time visibility into every dimension of your financial life.
Step 1
Charles Schwab
Custodian & Data Source
All accounts held directly in your name. SIPC-insured, direct login access. Your assets never leave your control.
Step 2
Black Diamond
Wealth Dashboard & Aggregation
Every account syncs automatically into your branded portal — including outside accounts. One consolidated view, updated daily.
Step 3
RightCapital
Financial Planning Engine
Dynamic, interactive planning — retirement projections, Monte Carlo simulations, Roth conversion timing, and tax optimization on demand.
Where We Go Deepest
Four Disciplines That Define the Relationship
These four disciplines form the backbone of every wealth management engagement — where our in-house expertise and partner network create the most measurable impact on your financial life.
Proprietary
01
Investment Management & Proprietary Strategies
We don't outsource your portfolio. Four proprietary equity SMA strategies are built, managed, and evolved in-house — with direct ownership that enables personalized tax management impossible with pooled funds.
Innovation, Growth, Core, and Low Volatility — each targeting a distinct risk-return profile
Tax-loss harvesting and direct indexing integrated into every portfolio decision
Available on the Charles Schwab Managed Accounts platform
Living Dashboard
02
Financial Planning & Real-Time Modeling
Your plan is a living, interactive system — not a static PDF. Powered by RightCapital and updated in real time as your accounts, markets, and life circumstances change.
Monte Carlo simulations across 1,000+ scenarios for retirement projections
Roth conversion modeling timed to fill specific tax brackets
Schwab accounts sync automatically into your Black Diamond wealth dashboard
Legacy Design
03
Estate & Gift Planning with Bobby Feisee, Esq.
We work directly with Bobby Feisee, Esq. to design wealth transfer structures that stay aligned with your investment and tax strategy — reviewed and updated as your life evolves.
GRATs, SLATs, ILITs, dynasty trusts, and valuation discount strategies
Beneficiary designations kept in sync with trust titling and portfolio structure
Family governance structures for intergenerational wealth continuity
CPA Partnership
04
Tax Planning & Preparation with Brian Wendroff, CPA
Tax strategy is embedded into every investment decision, Roth conversion, and estate move. Through our partnership with Brian Wendroff, CPA, your tax plan and portfolio talk to each other year-round.
Proactive multi-entity tax strategy — LLCs, S-Corps, trusts, and family partnerships
Tax-loss harvesting coordinated directly with portfolio rebalancing decisions
Personal, business, and trust return preparation with year-round forecasting
Your Advisory Network
You Talk to Us — We Coordinate Everything
One team, one relationship, one plan. You never have to wonder if your CPA and estate attorney are on the same page — we handle that coordination and bring in the right expertise at the right time.
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Investments & Strategy
Chris Passarelli
Founder, CEO & Portfolio Manager. Leads investment strategy, portfolio construction, and financial plan design. Your primary point of contact.
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Tax & Accounting
Brian Wendroff, CPA
Tax preparation, Roth conversion modeling, entity structuring, and proactive forecasting — coordinated with your investment team year-round.
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Estate & Trust
Bobby Feisee, Esq.
Designs and implements estate plans, trusts, and wealth transfer strategies aligned with your investment and tax decisions.
Get Started
Ready to Experience Integrated Wealth Management?
Schedule a complimentary consultation to discuss your goals and see how nine coordinated disciplines can work together to grow, protect, and transition your wealth.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.