About Us

As collectors and lovers of wine, our team has always found the process of making wine analogous to the steps and processes relevant in cohesive financial planning.

Why Brix? “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best winegrowers, the most successful businesses must consider the implications of their decisions early enough in the process to drive the impact and results they desire long term.

This is the bedrock of any good wine and successful financial planning. For most of our clients, this long-term outcome is the culmination of their life’s work – the realization of an exit or liquidity event and the impact this newfound wealth has on their family, their employees, and the world at large. It is truly the capstone of a life well lived.

To serve all the needs of our distinguished clientele, Brix Wealth Management and KAP Planning merged in 2019. The resulting firm, Brix Partners, exclusively serves mission-driven business owners, entrepreneurs and C-level executives with complex financial, tax or insurance needs. Brix Partners combines a deep and comprehensive set of services with a high level of expertise and support.

Beyond having the most cutting edge and advanced financial planning designations, our team has developed strategic partnerships with business valuation experts, mergers and acquisitions teams and the country’s foremost thought leaders in tax and estate issues, in order to best serve our client base. Our commitment to deepening our client’s bench of advisors allows for truly collaborative planning.

Bringing it all together is our Client Vision Blueprint – a unique, proprietary approach to transforming the financial planning experience using strategic analytics and a simplified and elegant roadmap to guide deliberate action and track progress. With transparency our goal at every turn, our process is custom-tailored to ensure the “decisions made in the vineyard” are aligned with producing the results our clients seek.

Meet Our Firm

Our highly-qualified team is ready to coach you towards your most critical financial goals. Get to know the people who will help you exit your life’s work, while maintaining your legacy.

Jared S. Levy

Founder, Managing Partner

Nick Kavallieratos

Partner, Chief Operating Officer

Kathleen A. Cassidy

Vice President, Advanced Markets

John Foreman

Vice President, Investments

Jeremy Hus

Vice President, Financial Planning

Matthew Teel

Senior Vice President

Thomas Salvo

Senior Wealth Strategist

Greg Wachter

Risk Management Specialist

Niko Vamvakas

Retirement Planning Specialist

Kyle Smith

Financial Service Representative

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The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation


We are licensed and registered to offer products and services in multiple states. Licenses and registrations will vary by representative. Please contact this office for further information.


Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

Approval # CRN202302-278300