Patrick Brewer, CFA, is the Chief Strategy Officer of WealthSource Partners. His philosophy, that authenticity is the most powerful driver of business relationships, informs his approach to everything. This authenticity is evident in his leadership and shapes the client and advisor experiences at WealthSource.

Throughout Patrick’s career, he has gained broad experience as an entrepreneur, advisor, business coach, and marketer. While celebrating his successes, he holds close to the valuable lessons learned through failure. Patrick applies these lessons to the ever-changing, irrational, yet predictable nature of business.

Patrick is a rebel in the financial advisor space, rejecting the status quo and forging new paths to find more compelling ways to market investment services. Patrick has combined this innovative approach with his passion for helping advisors and the clients they serve to realize their potential and find true financial freedom. This passion led Patrick to launch Model FA offering advisors a path to accelerated growth using trusted growth and marketing strategies.

Prior to joining WealthSource, he was the CEO of SurePath Wealth Management, which was acquired by WealthSource Holdings in 2021. In his day-to-day work, Patrick leans on his years as a consultant at Vanguard and Dimensional Fund Advisors, as well as his personal experience as an entrepreneur, buyer, and seller of advisory businesses.

Learn about Partnership

Patrick Brewer - Outside the Office

In his free time, you will find Patrick traveling internationally, exploring new cultures, boating and generally staying active.

Let's Talk

We would love to discuss your needs and goals. Click to schedule a meeting with one of our team of experts.

Schedule A Meeting

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.