Brenton Stransky, CFP® operates the Carlsbad office of Independence Square Advisors from Salk Avenue near Palomar Airport Road, specializing in proactive tax planning and alternative investment strategies for high-net-worth families. The practice focuses on complex estate and trust structures — the kind of multigenerational wealth transfer work that intersects with the probate and fiduciary counsel at Opelon LLP. A Certified Financial Planner with an MBA from New York University (Finance and Economics concentration) and over 21 years of industry experience, Stransky joined Independence Square in 2013 after serving as Vice President at National Penn Bank. Securities execute through LPL Financial (FINRA/SIPC), and the average new client relationship exceeds $3 million in assets under management. Tax-aware portfolio construction at this AUM tier often requires coordinated filing with the same CPA firms handling quarterly estimates, including La Costa Tax & Accounting in the La Costa corridor. The most data-intensive engagements involve layered Roth conversion ladders, qualified opportunity zone fund allocations under IRC §1400Z-2, and alternative sleeve construction using interval fund and private credit vehicles.