Michael V. BradleyCHIEF EXECUTIVE OFFICER / CERTIFIED WEALTH STRATEGIST ®
“ We believe in doing something extraordinary every day. We are here for our clients’ financial well-being and security. Their success is our success. They view us as their trusted partner. We deliver meaningful experiences of uncompromising quality with highly personalized attention and responsive service. We provide a heightened sense of exclusivity to our clients while catering to their every need. We are dedicated to this journey. ”
M I C H A E L V. B R A D L E Y, C E O
Michael Bradley is Founder and CEO of Bradley Wealth. His financial background is extensive and diverse. Born and raised on a farm in the Midwest (Iowa), Michael worked in a family-owned livestock auction business while learning firsthand the traditional values of honesty, loyalty, and hard work.
With over 14 years of dedicated professional practice, Michael has combined these values with hard-earned knowledge and insights gained from nearly three decades of business experience as an executive, entrepreneur, coach, financial consultant, and investment advisor. He is also an experienced financial educator, teaching workshops throughout the United States on various topics including: Retirement Income Planning, Asset Protection, Tax Reduction Strategies, and advanced investment concepts within the corporate, private, and university arenas. He has developed a specialty in teaching investors how to preserve principal, increase income and reduce taxes.
While managing and coordinating the financial affairs for a select group of individuals, families, and business owner clients throughout the country, Michael believes his clients deserve nothing less than a genuine, seamless, and proactive level of service that defines excellence, from innovative investment solutions to professional, personalized attention. Michael is a graduate of Nebraska Wesleyan University and holds an MBA. He is both a Certified Wealth Strategist® (CWS) and TrueWealth™ Certified Coach.
In addition to helping his clients attain True Wealth, Michael’s passions include diving, yoga, hiking, and golf.
Michael is excited about having true independence and transparency, and building a successful firm that is aligned with the industry’s best-in-class solutions and thought-leaders to serve the firms growing clientele.
Certified Wealth Strategist®
The Certified Wealth Strategist® designation (CWS®), administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients’ wealth management needs. Obtaining the CWS® designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communication skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues. These professionals strive to become their clients’ trusted advisor.
Certified True Wealth™ Consultant
Michael is pleased to hold the True Wealth™ Certified Coach designation. “True Wealth Consultant” (TWC) is a title created from proven holistic approaches to wealth management. The True Wealth™ philosophy and foundation is firmly set according to the nine principles of True Wealth™.
True Wealth™ Consultants believe that every client is an individual and deserves individualized care and guidance. True Wealth™ Consultants guide and assist their clients to discover, clarify, and align their lives with their goals, dreams, and values.
True Wealth™ Consultants are experienced wealth planners who have made a commitment to serve their clients by gaining an understanding of who they are, what motivates them, what goals they have, and what they want to do with their most precious resource – time.
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