Brass Tax Wealth Management, Inc.
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Brass Tax Wealth Management, Inc. - overview
Established
2016
Location
Blue Ash, OH, US
Primary Industry
Financial Services
About
Founded in 2016 and based in Ohio, US, Brass Tax Wealth Management provides financial planning, tax strategy, insurance, and retirement services tailored to individuals, families, and businesses. In September 2025, Waverly Advisors, LLC, a portfolio company of HGGC and Wealth Partners Capital Group, acquired Brass Tax Wealth Management. Brass Tax Wealth Management offers a comprehensive suite of financial services tailored to both individuals and businesses. The firm provides financial planning service with customized strategies.
Insurance planning is available to ensure asset protection and long-term financial security. For business owners, Brass Tax delivers specialized support in managing 401(k) plans and employee benefits. The firm also assists with trusts and estate planning, helping clients prepare for legacy and wealth transfer. In addition, Brass Tax offers dedicated services for procter & gamble retirees, reflecting its regional expertise and understanding of corporate retirement structures.
Current Investors
Waverly Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Brass Tax Wealth Management, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Brass Tax Wealth Management, Inc. | - |
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