At BW, we live by our core values and in this issue, we’re spotlighting the value of Serving with Passion and Positivity:

A passionate and positive stakeholder serves our clients with professionalism and zest, no matter what’s going on in the markets. They always see possibilities and thrive on researching the best investment options, building BW, and welcoming team members who possess our core values. They let their passion and positivity shine, and our clients trust their openness. Passionate and positive stakeholders are committed to be the best at what they do, and they relish helping our clients achieve their financial dreams.

Our six Core Values are at the forefront of everything we do internally and externally, and every value is near and dear to my heart but Serve with Passion & Positivity is one of my favorites. I built Bradley Wealth with passion and positivity in mind every step of the way, and marvel at the passion and positivity our BW team of Stakeholders consistently exude. 

Let’s take Brandon, for example. Day in and day out, I witness and admire the passion, dedication, and attention to detail he shows in co-managing our clients’ portfolios. Brandon is passionate about business, the markets, and performing thorough research on behalf of every single valued client. My confidence in our portfolio construction and model allocations has never been higher, due to Brandon. He is a positive light in my life as he is in many of yours, too. Whether he’s creating a timely 2-minute market update video or making a phone call, Brandon always brings to light the good in every situation… through good times and choppy times in the markets.

Serving others with passion and positivity is our way of life at BW, in and out of the office. You can count on it.