Fixed-Income Investing
Deep bond expertise, built over years of specialization. Brandon brings that focus to the income-oriented portfolios he builds.
Claro Advisors
Brandon Pacilio
Brandon Pacilio built his career specializing in fixed income, and built his practice around bringing the same care and attention to every client relationship.
About your advisor
Brandon Pacilio
Wealth Advisor
Brandon Pacilio is a second-generation wealth manager with a focus on fixed income. Because he grew up around the family-office model, multi-generational planning comes naturally to him: he works with parents, children, and grandchildren together, often serving as the single point of contact who coordinates a family's full team of attorneys, accountants, and other advisors.
He spent four years trading fixed income at SumRidge Partners, then moved through Bridgewater Associates and a boutique private wealth firm before founding his own advisory practice, where he built a client roster around personal attention and direct access.
Brandon has appeared on the NAAIM Confidential Podcast discussing individual fixed-income investing, and has written on tax-loss harvesting strategy and building portfolios designed to pursue both income and growth.
He holds a B.A. in Economics from Middlebury College, where he also studied Italian. Brandon lives in Connecticut with his wife and their two children, and when the family isn't with clients, they're usually on a mountain in Bromley, Vermont.
bpacilio@alpinehilladvisors.comWestport, CT
How Brandon Helps
Specialties Built Around You
A fixed-income specialist who works across your full financial life — not just the accounts he manages directly.
Business Owner Planning
From liquidity events to succession, Brandon helps owners separate what the business is worth from what they actually need personally.
Estate & Legacy
Plans built past one generation, including charitable giving. Brandon coordinates directly with your attorney and accountant to help keep every piece of your plan working together.
Tax-Aware Strategies
Tax-loss harvesting and smarter timing — keeping more of what you earn, not just what you invest.
Multi-Generational Planning
As a second-generation advisor, Brandon works with parents, children, and grandchildren — building plans that hold together across generations, not just accounts.
Family Office Coordination
One point of contact for your whole team. Brandon works directly with your attorney, accountant, and other advisors to help keep everyone aligned.
How It Works
A Process Built Around Your Full Picture
Every step starts and ends with your specific goals.
01
Understand Your Full Picture
Brandon starts with your entire financial life, not just the accounts he'll manage — family goals, business plans, and what actually keeps you up at night.
02
Build a Bespoke Portfolio
Your portfolio is designed around your risk tolerance, timeline, and the income you need actually need.
03
Coordinate the Full Team
Brandon works directly with your attorney, accountant, and other advisors so your whole plan holds together, not just your portfolio.
04
Review and Adjust
Markets shift. Life shifts more. Ongoing portfolio reviews help keep your plan aligned with where you are.
Brandon's Philosophy
Look Closely at the Details
Brandon calls himself a second-generation wealth manager, but he'll tell you the job hasn't really changed since his first day trading fixed income at SumRidge Partners: look closely at the details, and treat every client as a person, and never treat a client like an account number. That's the belief he built his own firm on before joining Claro — that a family's wealth deserves the same attention as an institution's, whether you're the one who built it or the grandchild who'll inherit it, and that careful attention to every part of a plan matters. Off the clock, you'll usually find him with his wife and their two kids in Vermont, at Bromley Mountain.
Common Questions
What to Expect Working With Brandon
What types of clients do you work with?
Brandon works primarily with high-net-worth families and business owners — from those navigating a liquidity event or business sale to families focused on multi-generational planning. If you want an advisor who knows your full picture, not just your account balance, that's the fit he's built his practice around.
What's your specialty within financial planning?
Fixed income. Brandon began his career working in fixed income at SumRidge Partners, and it remains a focus of how he builds portfolios.
How do you charge for your services?
Claro Advisors is a fee-only, fiduciary RIA — which means we're compensated only by our clients, never by commissions or product sales. Our fees are based on assets under management, and that fee covers financial planning, investment management, and ongoing access to your advisor. Additional costs may apply, including custodial fees, fund-level expenses, or third-party manager fees, depending on your portfolio. Brandon walk you through the full fee structure in our first conversation. Our full fee schedule is described in our Form ADV Part 2A, available at https://adviserinfo.sec.gov/firm/summary/160294 or upon request.
What does working with you look like day to day?
It starts with understanding your full financial life, not just the assets he'll manage directly. From there, Brandon coordinates with your attorney and accountant so your whole plan — not just your portfolio — actually holds together.
Do you work with business owners specifically?
Yes — it's one of Brandon's core focuses. Whether you're planning an exit, a sale, or a generational transfer, he helps you separate your business's value from your personal financial plan so one doesn't get lost in the other.
Ready to Talk Fixed Income, Estate Plans, or Your Next Chapter?
Let us know how we can reach you and what you'd like to discuss.
Important Disclosures
This microsite has been prepared by Brandon Pacilio, a financial advisor with Claro Advisors Inc., an SEC-registered investment adviser. The information presented is intended to describe the advisor's background, services, and general approach to financial planning. It does not constitute investment advice, a solicitation, or an offer to buy or sell any security.
Disclosure: Claro Advisors Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") headquartered in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.
Fixed-income investments are subject to risks including interest rate risk, credit risk, and loss of principal. No strategy can guarantee income or protect against loss.
Claro and its advisors do not provide tax or legal advice. Please consult your tax professional or attorney.
Compensation: Claro Advisors is a fee-only registered investment adviser. Compensation is based solely on fees paid by clients. Claro Advisors does not receive commissions or compensation from product sales. A full description of our fee schedule and compensation arrangements is available in our Form ADV Part 2A at https://adviserinfo.sec.gov/firm/summary/160294 or upon request.
Form ADV, Form CRS, and Privacy: Claro Advisors’ Form ADV Part 2A, which describes our services, fees, conflicts of interest, and disciplinary history, and our Client Relationship Summary (Form CRS) are available at https://adviserinfo.sec.gov/firm/summary/160294 or upon request. Our Privacy Notice, which describes how we collect, share, and protect your personal information, is available upon request. Prospective clients are encouraged to review these documents before engaging our services.
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Alpine Hill Advisors is an advisory practice of Claro Advisors Inc., an SEC-registered investment adviser (CRD# 160294).