Comprehensive Wealth Mangement Solutions

Estate Planning

Estate Planning

Draw support and expertise from a team of highly experienced professionals to help create a dynamic estate plan consistent with your goals and needs. For many people, family and charity are high on the list of those who should benefit from their lifetime of work. When you’re developing a plan for your estate, it’s important to understand your entire financial picture. That’s where we come in. Our team will work with you to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.

Charitable Giving

Sharing your wealth to make a difference in the world can be powerfully rewarding. Through our work with high-net-worth families, we have a unique understanding of the factors surrounding charitable giving. We can help you develop an effective strategy that can reinforce your family values and perpetuate your vision for years to come.

Insurance

In order to provide for your family, it’s important to consider all aspects of your financial health. At Bradley Wealth, we understand the importance of incorporating insurance into your overall wealth planning strategy. That’s why we provide experienced consultants who specialize in insurance and benefit design consulting.

Trusts

Whether you wish to leave a legacy to heirs or a favored organization, we help you develop a strategy that ensures your wishes are met while maximizing your potential wealth transfer. We facilitate trust and estate planning solutions designed to solve a wide range of multi-generational wealth transfer challenges. We offer fiduciary and custodial solutions in a secure, reliable, transparent and efficient environment that reflects the firm’s commitment to client service and leading industry knowledge.

 

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