Brandon Cruz

Brandon Cruz is the Lead Advisor and Lead Planner at Summit Portfolio Management, where he helps clients pursue stronger financial outcomes through Summit’s evidence-based Wealth Engineering Process™. Working with high-net-worth individuals, executives, business owners, and professionals, Brandon coordinates investment management, financial planning, and tax-aware strategies into a unified plan designed to improve after-tax outcomes and support long-term financial success. Summit’s advisory philosophy is rooted in objective fiduciary advice, comprehensive planning, and portfolio strategies based on Nobel Prize-winning research.

Brandon is committed to helping clients bring clarity and organization to complex financial decisions. His approach emphasizes transparency, disciplined portfolio construction, and personalized strategies that align financial objectives with long-term portfolio design. By taking a comprehensive view of each client’s financial life, he works to uncover opportunities, reduce inefficiencies, and help clients move forward with greater confidence and peace of mind. 

Before joining Summit Portfolio Management, Brandon developed a strong background in financial services and client relationship management through roles at Ameriprise Financial Services, LLC, and other client-facing positions. He earned his Bachelor of Science in Business Administration, with majors in Finance and Economics, from the University of Nevada, Reno, and holds both the Series 7 and Series 66 licenses.