Chart your financial course with confidence.

A Different Kind of Financial Advisor.

Fee-only wealth management, guided by legal and financial expertise.

Tack Wealth Advisory, LLC is a Burlington-based Registered Investment Adviser founded by Cameron Brown, JD. The firm was built for people navigating their most important financial decisions - whether that’s preparing for retirement, managing a significant financial transition, or taking control of a complex situation for the first time. These are the moments where getting it right counts the most.

Any advisor can tell you to buy the index. Fewer can see how a financial decision ripples through your estate, your taxes, and your legal obligations. Even less can create a custom portfolio designed around your particular situation. I maintain a small client roster and bring analytical rigor, precision, and a concern for downstream consequences that other financial advisors often miss. That combination matters most when the stakes are highest, and for someone approaching retirement, the stakes are high.

As a fee-only independent fiduciary, my compensation comes only from you. No commissions, no product sales, no conflicts of interest. I keep my client roster intentionally small, which means you work directly with me, and the relationship we build matters as much as the returns we pursue.

Your first meeting is a complimentary, no-pressure conversation to explore your goals and to see if I am the right partner to help you protect and grow what you’ve built.

Why Tack Wealth?

Unique credentials. Most financial advisors have no legal training, and most attorneys have no investment management expertise. I have both, along with a decade of high-stakes legal practice behind every recommendation.

Small by design. A limited client roster means you work directly with me. No call centers or elevator music.

Vermont-rooted. I have deep ties to the community and the people in it.

Fee-only, always. No commissions. No product sales. No surprises.