Rich Brewer
Managing Partner – Private Equity
Rich Brewer brings firsthand experience guiding clients through complex financial decisions, liquidity events, and long-term wealth strategy. His perspective is informed by his own private equity exit and a deep understanding of the due-diligence and transaction process.
Rich is known for his ability to translate complexity into actionable strategy and for serving as a steady partner when financial decisions carry lasting impact. His leadership ensures clients receive coordinated guidance that addresses both immediate needs and generational objectives.
Rich is a graduate of Marshall University and holds an MBA in Finance from the University of Charleston. He maintains FINRA Series 6, 7, 63, 65, and 26 securities licenses, along with Life, Health, Accident, Long-Term Care, and Property & Casualty insurance licenses. Rich has earned the Certification for Long-Term Care® designation and is a qualifying member of the Million Dollar Round Table (MDRT).
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