How to Design a Values-Based Family Charter
Have you taken the time to think about what your family truly stands for — and have you written it down? A family charter is just that: a living document that turns your values into a compass for every decision, from investments to philanthropy. By planning with shared purpose and clarity, you are more likely […]
What Is a Family Trust and Do You Need One?
If you’ve built significant family wealth, you’ve likely wondered whether a family trust is the right tool to protect your legacy. Trusts can offer privacy, control, and peace of mind, but they also come with complexities that deserve careful consideration. At Bradley Wealth, we believe wealth isn’t just about numbers — it’s about meaning. As […]
Advice on Starting a Conversation About Generational Wealth
Talking about money is never easy, even within families. Yet open, honest conversations about wealth are some of the most important you’ll ever have. Starting a generational wealth conversation with your family can help you build trust, share your values, and discuss the life you want to build together. At Bradley Wealth, we believe these […]
How a Local Scottsdale Investment Firm Can Help Your Strategy
When it comes to growing your wealth, proximity matters. Scottsdale investors live at the intersection of ambition and lifestyle, balancing growth, family, and fulfillment in one of Arizona’s most dynamic markets. While national firms promise scale and convenience, nothing replaces the insight and connection of working with a local investment firm that knows your community […]
Steps You Should Take When Financial Planning After Divorce
The months after divorce can feel uncertain, but they also provide a rare opportunity to reset — financially, emotionally, and personally. This period is the moment to reflect on what stability and independence look like for you and to start putting structure behind that vision. Rather than focusing solely on what has changed, it’s a […]
Insights from the Team: Our 2025 Q3 Investment Review
The third quarter of 2025 marked measured progress across global markets. Equities advanced as earnings held up and inflation continued to cool, while bond markets stabilized alongside a more patient Federal Reserve. Commodities and digital assets reflected selective risk‑taking as investors balanced opportunity with discipline. At Bradley Wealth, we interpret market moves through the lens […]
Exit Planning Tips for Phoenix Entrepreneurs
When you build your business from the ground up, planning your exit can feel like handing over a part of your identity. But with the right strategy, your exit can become a gateway to freedom, legacy, and the next great chapter of your life. Whether you’re a long-time business owner in Phoenix or a growth-stage […]
Succession Planning for Private Business Owners
Planning for the future of your business relies on more than growth projections and balance sheets. It means thinking ahead to a day when you’ll step away, and ensuring your business, your legacy, and your freedom don’t walk out with you. Succession planning is especially critical for private business owners, yet it’s often delayed or […]
Business Owner Retirement Planning: 5 Essentials
Retirement looks different when you’re the one signing the paychecks. Unlike traditional employees with HR-backed 401(k)s, retirement planning for business owners often looks different than the typical methods. The challenge? Your identity, income, and net worth are often deeply intertwined with your business. That makes retirement planning both necessary and uniquely complex. In this guide, […]
7 Estate Planning Mistakes High-Net-Worth Families Make in Scottsdale
Estate planning is one of the most effective tools high-net-worth (HNW) families have to protect wealth, reduce taxes, and preserve legacies. Yet even in affluent communities like Scottsdale, many retirees and families fall into avoidable traps. These missteps can lead to unnecessary taxes, probate delays, family disputes, and diminished legacies. Below, we break down the […]