So much more than investment management.
Just some of the
Questions we help you answer
Are we on track for the kind of retirement we’ve been working toward?
How can we support our kids financially without putting our own future at risk?
Are we paying more in taxes than we need to?
How do we make the most of these peak earning years?
What’s the smartest way to help our kids with college, weddings, or a first home?
How will we access the money we will need when we need it in retirement?
Are our investments aligned with our goals, or is it time to make changes?
How do we build a plan that works for our whole family — not just us?
What happens if something unexpected happens to one of us?
The work we do for our clients
Strategic Financial Planning
We bring everything together — retirement, family support, taxes, and more — into one thoughtful, coordinated plan.
Retirement Income Planning
We build a strategy to help you retire on your terms, with clarity around what’s possible and confidence in what comes next.
Tax Strategy & Planning
We work to reduce unnecessary taxes now and in retirement, so you can keep more of what you’ve earned.
In-House Investment Management
Your portfolio is managed by our team, aligned with your goals, and integrated with your full financial plan.
Multi-Generational Wealth Guidance
Whether you’re supporting parents, kids, or both, we help you balance competing priorities competently.
Cash-Flow Management
We help coordinate your income and investments so your money is available when you need it most.
Risk Planning
We help you prepare for life’s what-ifs — protecting your family, your finances, and the future you’re working toward.
Coordination with Professionals
We work directly with your CPA and attorney, so every part of your financial life is complementary.
Ongoing Partnership & Support
We’re here for the moments that matter, offering steady guidance when you’re facing big decisions or life starts to shift.
We understand the complexities of multi-generational planning — because we live it ourselves. We know how important it is to support the people you love, at every stage of life.
How it works
Getting to Know You
It starts with a conversation. We’ll talk about your financial situation, goals, and concerns in a no-pressure, no-cost, no-obligation meeting. This is your opportunity to ask questions and see if we’re the right fit for you.
Building a Clear Picture
If we decide to move forward together, we’ll take a deep dive into your finances — investments, taxes, retirement plans, and anything else that matters to you. Our goal is to understand your full financial picture so we can create a strategy that works for your life.
Seamless Onboarding
We handle all of the details — from paperwork to account transfers — so you don’t have to. Our team makes the transition simple, keeping you informed and supported every step of the way.
Creating Your Financial Plan
We’ll develop a personalized financial plan that aligns with your goals, addresses your concerns, and puts you on the right track for long-term success. This is a collaborative process, and we’ll make sure you understand every recommendation before moving forward.
Putting the Plan into Action
Once everything is in place, we begin actively managing your financial strategy. Whether it’s investment management, tax planning, or retirement income strategies, we ensure every part of your plan is working toward your goals.
Ongoing Guidance and Support
Financial planning isn’t a one-time event — it’s an ongoing process. We adjust your plan as needed, especially when your life changes, and are always available when you have questions. You’ll never have to wonder where you stand or struggle to get in touch with us.
What’s stopping you?
You’re doing fine managing things on your own.
You’ve built a successful career and made smart financial moves, but the more wealth you accumulate, the more complex things become. At this stage, small mistakes can have bigger consequences. We help you understand every financial decision so you can feel confident that your money is working as efficiently as possible.
Will it be expensive?
Good financial advice shouldn’t come with hidden costs or surprise fees. Brady Family Wealth is a fee-only firm, which means we don’t charge commissions or sell financial products. Instead, we charge a transparent, straightforward fee — a small percentage of the investments we manage for you. This structure ensures our success is directly tied to yours, so you always know we’re acting in your best interest.
You don’t have time to focus on this right now.
Life is busy, but financial decisions don’t wait. The longer you put off strategic planning, the fewer options you have. We make the process easy by handling the heavy lifting so you can focus on what matters most while knowing your financial future is on the right track.
Are you ready for guidance that goes beyond the basics?
We help with more than just your portfolio — offering steady support for all the financial decisions that affect your life and your family.
Schedule a no-cost, no-obligation, no-pressure meeting to tell us about yourself, ask your questions, and decide if we’re a good fit.
