Brett Tushingham
Hi 👋🏼 I’m Brett. I’m a financial advisor based in Wilmington, North Carolina, with more than 20 years of experience helping families prepare for retirement and make informed decisions about their financial futures.
My work focuses on retirement planning, tax planning, lifetime income strategies, Social Security, and estate considerations. I take a proactive approach, looking ahead for planning opportunities and coordinating with clients’ CPAs and other trusted professionals so the different parts of their financial lives work together.
Wilmington, NC
“I take a proactive approach to retirement and tax planning, staying ahead of changes in my clients’ lives and coordinating with their other trusted professionals to keep their financial plan working together.”
How can I help?
Retirement Planning
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible, ensuring the security and preservation of a client's legacy for future generations.
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
Get to know Brett
Brett Tushingham has spent more than 20 years in wealth management, helping families plan for retirement and navigate the financial decisions that come with this stage of life. He began his career on Wall Street, where he gained experience in the financial industry before deciding he wanted to work more directly with families and their financial goals.
That shift led Brett to financial advising. Since 2014, he has owned and operated a wealth management practice focused on retirement and tax planning for families nearing retirement. His work commonly addresses questions around retirement income, Social Security, taxes, and estate considerations.
Brett is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA in Finance from Pace University. Based in Wilmington, North Carolina, he works with clients nationwide.
I started my career on Wall Street, but over time I realized I wanted to work more directly with people and their financial lives. I’ve always enjoyed solving problems and improving outcomes for people, and financial advising gave me the chance to do that with families planning for their futures. More than 20 years later, that's what I still value about this work.
My work centers on retirement planning, tax minimization, income planning, Social Security planning, and estate planning. These areas are closely connected, particularly as clients approach retirement, so I look at how decisions in one area may affect the others.
I primarily work with families nearing retirement who want a clear plan for the years ahead. Many are thinking about how to reduce their tax burden, create a lifetime income strategy, make informed Social Security decisions, and preserve the investments they have spent years building. They often want someone who will proactively manage the different pieces of their financial lives so they can spend more of their time enjoying what they have worked toward.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients work through questions such as when to begin Social Security, how to approach taxes throughout retirement, and how to create a lifetime income strategy. The goal is to bring these decisions together within a coordinated plan rather than treating each one separately.
Being proactive is central to how I work. I stay on top of changes in my clients’ lives and look ahead for issues or planning opportunities that may need attention. I also collaborate directly with clients’ CPAs and other trusted professionals when appropriate so their tax, retirement, estate, and broader financial planning can be coordinated.
Few professions allow you to have such a direct, positive impact on people’s lives. I especially enjoy guiding clients through significant transitions, including the move into retirement, and helping them work through the financial decisions that come with those changes.
What I value about working with Savvy is the time it gives me to focus on client relationships and planning. I can concentrate on taking a proactive approach to retirement and tax planning, identifying issues that may need attention, and being fully present in conversations with my clients.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Chris Benda is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Benda & Co. is an independent marketing brand name used by Chris Benda for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com . For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
