A boutique team with institutional resources, deep credentials, and a personal commitment to every client we serve.
Bryan founded Strategic Asset Management, Ltd in 1994 after spending nearly two decades as President and CEO of The W.H. Myers Company, a family-owned business. This real-world experience as a business owner — combined with over 40 years in finance — gives him a unique perspective that most financial advisors simply don't have.
As a former CEO, Bryan understands the decisions business owners face daily. As a credentialed financial professional holding the prestigious AIFA® and RICP® designations alongside Series 7, 24, 65, and 63 licenses, he brings institutional-level expertise to every client relationship.
Bryan's philosophy is simple but powerful: "The choices we make, not the chances we take, determine our destiny." This belief drives everything at Strategic Asset Management — from the proprietary True North Solution to the BOLD business planning framework.
A native of Carroll County, Maryland, Bryan and his wife Debbie reside in Manchester, MD. He's deeply connected to the community he serves — bringing local roots with a national reach.
Chris Coolidge, a CFA® charterholder with 25 years of investment experience, is a seasoned portfolio and relationship manager at Brookwood Investment Group. Holding a B.S. in Finance from Drexel University, he has consistently delivered top-tier investment services to sophisticated clients.
Chris's expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry.
Chris is an active member of the CFA Institute, the CFA Society of Philadelphia, and the Bond Club of Philadelphia, continually shaping the landscape of investment management.
Bill has spent over 38 years in the financial industry and gained access to some of the foremost tax planning professionals in the world. He has helped hundreds of clients to reduce their taxes.
Bill focuses on implementing advanced tax strategies first rather than fixating on financial or insurance products. With this attitude of "value first," Bill achieves results for his clients and helps them to build legacies that will last for generations.
Today, Bill's strategies are utilized by many high net-worth individuals and business owners with assets from $2 million to over $1 billion together with his partner Scott Fedyshyn.
Bill lives with his wife Tracie in Cornelius, North Carolina. He has five children and two grandchildren. Bill enjoys mountain biking, fishing, golf, and mentoring CPAs, financial planners, and other financial professionals. He is actively mentoring over 100 financial professionals throughout the U.S.
As a boutique firm, you get direct access to Bryan and his team — not a call center or a junior associate. Yet we bring institutional-level resources through our strategic partnerships.
You work directly with Bryan — not an assistant or associate. Your advisor knows your name, your family, and your goals.
Through Brookwood Investment Group and our network of strategic partners, we provide institutional-quality solutions typically reserved for much larger firms.
Based in Manchester, MD since 1994 — we're not a faceless national firm. We're your neighbors in Carroll County, invested in this community.
We believe the best financial relationships start with a personal connection. Schedule a meeting and see if we're the right fit.
410-259-1625