Brian Lamborne is a Senior Wealth Strategist at Annex Wealth Management, where he collaborates closely with clients, wealth managers, and external advisors—including CPAs and attorneys—to develop comprehensive strategies for affluent families, business owners, and corporate executives. His work focuses on delivering holistic planning solutions aligned with clients’ goals for wealth management, legacy, and philanthropy. Brian specializes in business planning and transition strategies, estate planning and wealth transfer, tax efficiency, and philanthropic planning. Over the course of his career, he has advised clients and their advisory teams on complex issues related to income tax, succession planning, and estate structures. Prior to joining Annex Wealth Management, Brian held advanced planning roles within major financial services organizations, where he provided technical guidance on estate, business, and retirement planning strategies. His background includes work in national tax consulting and advanced planning groups, supporting high-net-worth individuals and business owners. Brian earned his law degree from Roger Williams University School of Law and holds a Master of Laws (LL.M.) in Taxation from the University of Washington.