Do You Need a Trust?
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 […]
Five Strategies to Help You Stay Calm in a Bear Market
When the stock market dips, it’s natural to feel uneasy. However, learning to stay calm in a bear market is critical for protecting your wealth and peace of mind. At Bradley Wealth, we believe staying calm isn’t about ignoring the volatility — it’s about grounding your decisions in clarity, purpose, and a long-term perspective. Let’s […]