Braezen Subick

Braezen is a financial advisor and critical thinker who helps business owners & families transform years of hard work into enduring family wealth. Blending advanced exit-planning frameworks with high-quality financial advice, he guides owners through the timing, combining, and sequencing of tax, legal, and financial strategies that unlock both enterprise value and personal freedom.

With a philosophy grounded in collaboration, Braezen works closely with CPAs, attorneys, valuation experts, and other strategic partners to build coordinated, multidisciplinary solutions. Whether an owner is 18 months from transitioning or still building toward the eventual exit, Braezen focuses on helping clients build a life by design through succession planning, risk management, cash-flow optimization, tax-efficient wealth strategies, and multi-generational coordination.

Before joining Northeast Private Client Group, Braezen honed his experience at M&T Bank and Edward Jones. At M&T Bank, he advised clients on a variety of banking and lending products, including mortgages, home equity lines, and investment strategies, while managing a substantial portfolio. His nearly decade-long tenure at Edward Jones further refined his focus on retirement planning, wealth management, and insurance solutions. Braezen holds a Bachelor of Science in Financial Economics and Business from the University of Rochester, where he built a strong foundation in financial principles and analytical techniques.

He holds several advanced designations:

• Certified Financial Planner™ (CFP®)
• Certified Exit Planning Advisor (CEPA®)
• Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™)
• Accredited Asset Management Specialist™ (AAMS®)

   

Outside of his professional life, Braezen is supported by his wife, Sami, and their two sons, Jett and Bowen. An avid golfer and enthusiast of CrossFit, snowboarding, and football, Braezen also actively contributes to his community. He volunteers with the Pastime Club, the largest financial supporter of youth athletic programs in the Mendhams.