Common Questions,
Uncommon Answers
General
What services does Bradley Wealth offer?
Bradley Wealth provides a full suite of investment advisory and financial planning services, including retirement planning, tax strategies, estate planning, investment management, and personalized alternative investment access. Every service is designed to support your long-term goals and maximize your Return on Life (ROL).
How does Bradley Wealth tailor financial plans to each individual?
We begin by understanding what truly matters to you: your family, your values, your vision for the future. From there, we create a plan that reflects your unique priorities, combining our analysis with a profoundly human approach. No two plans are the same, because no two lives are.
What is Bradley Wealth’s approach to investment management?
Our approach is thoughtful, disciplined, and designed around your needs. Rather than chasing trends, we build portfolios that reflect your goals, risk tolerance, and desired lifestyle. We focus on creating stability and long-term growth, so your wealth can support the life you envision.
How often will I meet with my financial advisor at Bradley Wealth?
We meet as often as needed to support your evolving goals. Whether you prefer quarterly updates or life-event check-ins, we tailor communication around your preferences. Our team is always just a conversation away when something changes.
What are the fees for Bradley Wealth’s financial planning services?
Because every client’s needs are unique, we tailor our fees to the complexity and scope of your plan. We believe in complete transparency, and you’ll always understand the value of what we offer, along with the peace of mind that comes from knowing your best interests are our top priority.
Our Process
What should I expect during a discovery session with Bradley Wealth?
Our discovery sessions are designed to be thoughtful, pressure-free conversations. It’s a chance for us to understand your goals, values, and what success looks like for you, not just financially, but personally. We ask meaningful questions, listen closely, and start building the foundation for a plan that truly reflects who you are.
What does “Return on Life” mean at Bradley Wealth?
Return on Life (ROL) is our belief that wealth should serve as a catalyst for personal growth, not just a larger balance in your portfolio. It means aligning your finances with the life you want to lead, whether that’s more freedom, more time with family, or greater peace of mind. We focus on helping you make the most of your wealth by helping you live more fully.
How does Bradley Wealth tailor services to each client?
We take a personalized approach to every financial relationship we build. That begins with understanding your specific goals, concerns, and life circumstances. From there, we design strategies that are tailored to your needs, rather than being built from templates or assumptions. Our team stays proactive, adapting your plan as your life and priorities evolve.
Investments
What types of alternative investments does Bradley Wealth offer?
We provide access to exclusive opportunities in private equity, hedge funds, real estate, infrastructure, structured notes, and other non-traditional assets. These investments are carefully vetted through trusted partnerships and are typically available to Accredited or High-Net-Worth investors seeking growth, diversification, or tax-advantaged strategies.
Does Bradley Wealth assist with traditional investments, such as stocks and funds?
Yes. We build personalized portfolios that include public market investments such as individual stocks, exchange-traded funds (ETFs), and mutual funds. Every recommendation is made with your goals, time frame, and comfort with risk in mind, so your investment plan supports both long-term growth and peace of mind.
Can Bradley Wealth help me generate income through my investments?
For clients seeking dependable income, we offer strategies that may include bonds, dividend-paying equities, structured income products, and alternative credit investments. We focus on balancing cash flow needs with preservation of capital, so you can live confidently today while planning wisely for the future.
Tax Planning
How does Bradley Wealth approach tax planning?
We view tax planning as an essential component of your overall financial strategy, not just a once-a-year task. Our team works to reduce your tax liability, both now and in the future, by identifying opportunities across investments, retirement planning, charitable giving, and estate planning considerations. It’s all about helping you keep more of what you’ve earned.
Will my tax plan be coordinated with my financial plan?
Yes. Your tax strategy is integrated directly into your broader financial plan. We consider the impact of every decision, whether it’s when to take income, how to structure your accounts, or how to manage gains and losses, so your tax picture supports your long-term goals.
Do you work with my CPA or tax professional?
We’re happy to collaborate with your CPA or tax advisor to bolter consistency and alignment across your financial life. If you don’t already have a tax professional, we can also connect you with trusted accountants who share our high standards and client-first approach.
Retirement Planning
How does Bradley Wealth help me plan for retirement?
We start by discovering the kind of life you want to live in retirement, then we design a strategy to support it. From income planning and investment management to Social Security timing and tax strategy, every element is designed to help you retire with clarity and confidence.
When should I start planning for retirement?
We always say, the earlier, the better. However, it’s never too late to get organized. Whether you’re years away or already retired, we help you make smart, informed decisions at every stage. The goal is simple: for your money to last as long as you do and support the life you want to live.
Can you help me transition from working to retirement?
Yes. We specialize in guiding clients through the shift from accumulation to distribution. This process involves creating sustainable income streams, managing withdrawals, optimizing tax strategies, and adjusting your plan as your needs evolve. It’s a thoughtful, personalized process designed to give you peace of mind during a major life transition.
Estate Planning
Does Bradley Wealth help with estate planning?
Yes. Estate planning is a crucial component of our holistic approach to financial guidance. We help so that your assets are structured to support your wishes, both during your lifetime and beyond. That includes advice on trusts, beneficiary designations, legacy planning, and coordination with your attorney if needed.
Can you help me protect my family’s future?
Our goal is to make your family’s future the priority. We work with you to design an estate plan that provides clarity, minimizes tax burdens, and keeps your loved ones cared for according to your values. It’s about more than asset transfer. It’s about preserving your legacy.
Do I need an estate plan if I’m not ultra-wealthy?
Estate planning is for anyone who wants control over what happens to their assets, family, and legacy. Whether your estate is modest or complex, a thoughtful plan helps avoid unnecessary stress and confusion for those you care about.
Financial Planning
What does financial planning with Bradley Wealth include?
Our financial planning process evaluates every aspect of your financial future, encompassing your income, assets, taxes, retirement goals, estate planning, and more. We help you connect your wealth with your purpose so every decision is aligned with what matters most to you.
Is the financial plan tailored to my personal goals?
Yes. Every plan we build is fully customized. Whether you’re planning for retirement, launching a business, supporting your family, or navigating a significant life change, we design strategies that reflect your unique path and priorities, not someone else’s template.
How often is my financial plan reviewed?
Your plan isn’t static. It evolves with you. We’ll revisit it regularly and adjust as needed to reflect changes in your life, goals, or the markets. Our ongoing collaboration aims to have your plan remain aligned and effective as your future unfolds.