Financial Planning

Tailored Financial Planning for Your Unique Journey

At Bradley Wealth, we believe financial planning should reflect your life, your goals, and your future, not a generic formula. Our financial planning services are designed to give you clarity, confidence, and control, whether you’re preparing for retirement, growing your wealth, or simply seeking guidance from a trusted financial advisor.
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Service Overview

Financial Planning That Aligns With Your Life and Legacy

True wealth is about more than accumulating assets; it’s about living a life aligned with your values and building a legacy that lasts. At Bradley Wealth, our financial planning services are designed to reflect your unique goals, lifestyle, and long-term vision. Whether you’re seeking financial planning in Scottsdale, AZ, or expert guidance from a seasoned financial advisor, we provide customized strategies to protect what you’ve built and prepare for what’s next. With our personalized approach to financial planning and analysis, we’ll walk beside you every step of the way, helping you make confident decisions, achieve your financial dreams, and create a legacy that endures for generations.

True wealth is about more than accumulating assets; it’s about living a life aligned with your values and building a legacy that lasts. At Bradley Wealth, our financial planning services are designed to reflect your unique goals, lifestyle, and long-term vision.

Whether you’re seeking financial planning in Scottsdale, AZ, or expert guidance from a seasoned financial advisor, we provide customized strategies to protect what you’ve built and prepare for what’s next. With our personalized approach to financial planning and analysis, we’ll walk beside you every step of the way, helping you make confident decisions, achieve your financial dreams, and create a legacy that endures for generations.

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Differentiators

Why We're Different

Personalized Financial Planning Strategies for Your Unique Journey

Every financial journey is different, which is why our financial planning services are never one-size-fits-all. We take the time to understand your lifestyle, goals, and values, then craft strategies designed specifically for you. Whether you’re building wealth, preparing for retirement, or seeking the guidance of a financial advisor, your financial plan will be as unique as you are.

Guidance Backed by Experience and Expertise

With years of experience in financial planning and analysis, our team provides proactive advice to help you navigate life’s financial complexities. Bradley Wealth blends deep knowledge with a hands-on approach, offering clarity and confidence as we guide you toward your most important goals.

A Holistic Approach to True Wealth

At Bradley Wealth, financial planning goes beyond numbers; it’s about aligning your wealth with your values, relationships, and legacy. Our comprehensive approach ensures every part of your financial life is working together, from investments to estate planning. By focusing on what matters most, we empower you to achieve lasting success and create a meaningful impact for generations to come.

Goals-Based
Financial Planning

For Individuals
& Families

Financial Planning for Individuals
& Families

Personalized Financial Strategies

No two financial journeys are the same, which is why our financial planning services are fully customized to you and your family. By understanding your lifestyle, goals, and aspirations, we design strategies that align with what matters most—so every decision brings you closer to your vision of success.

Comprehensive Wealth Management

From investments and retirement planning to tax strategies and estate planning, we take a 360-degree view of your financial life. Our holistic approach ensures every aspect of your wealth works seamlessly together. Our experts on financial planning in Scottsdale, AZ, provide clarity, balance, and confidence for your future.

Proactive Risk Management

Protecting your future is just as important as growing your wealth. We identify potential risks and implement strategies to safeguard your assets and provide peace of mind for you and your loved ones.

Ongoing Guidance and Support

Financial planning isn’t a one-time event; it’s a lifelong partnership. We’re here to provide advice, regular reviews, and proactive adjustments to keep you on track as your life evolves.

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For Businesses

For Businesses

Strategic Financial Planning for Growth

We help you align your business’s financial strategy with your long-term goals, providing tailored solutions to drive sustainable growth and profitability.

Risk Management and Protection

Customized risk management plans. From insurance to contingency strategies, we support your business in preparing for the unexpected.

Comprehensive Tax Planning

Optimize your business finances with proactive tax strategies designed to minimize liabilities and maximize savings, keeping more resources available for reinvestment.

Succession and Exit Planning

Plan for the future with confidence. We help you navigate the complexities of succession planning, business valuation, and exit strategies to secure your legacy.

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From Personal Goals to Business Growth—We’ve Got You Covered.

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Integrated Financial Planning for Every Stage of Life

Life and business evolve, and so do your financial needs. Whether you’re focused on building wealth, scaling your business, or preserving your legacy, our financial planning services adapt to every phase of your journey. By aligning personal and professional goals, we ensure every part of your financial life works seamlessly together. With guidance from our experienced financial advisors, you’ll have a plan that grows with you, providing clarity and confidence at every stage.

Expertise You Can Rely On

At Bradley Wealth, estate and tax planning are essential parts of comprehensive financial planning and analysis. Our team minimizes taxes and maximizes your legacy through tailored strategies designed around your goals. From charitable giving and gifting programs to tax-efficient trusts, we provide solutions that help preserve your wealth and ensure your assets are passed on with minimal tax impact, protecting the legacy you’ve worked so hard to build.

Tailored Strategies That Build Confidence

Financial management can feel overwhelming, but with the right financial planning partner, it doesn’t have to be. Bradley Wealth specializes in turning complex financial challenges into clear, actionable strategies personalized to your needs. Whether it’s coordinating business and personal finances, streamlining tax planning, or managing investments, we simplify the process so you can focus on what matters most: achieving your vision of success. For families and individuals seeking trusted financial planning in Scottsdale, AZ, our team delivers the clarity, confidence, and peace of mind you deserve.
Our Process

The Bradley Wealth Way

Step 1

Introduction

At Bradley Wealth, we begin working for you from day one, connecting you with a dedicated advisor who will take the time to understand your goals and craft a personalized financial plan that aligns with your vision for an ideal life.

Step 2​

Discovery

The first and most important step is building a strong relationship between you and your advisor. We take the time to understand what’s most important to you—your aspirations, values, and dreams—so we can design a financial plan that supports your retirement, career transitions, estate planning, or entrepreneurial goals.

Your Career

Years in Medical Industry

Step 3

Data Gathering

To create a comprehensive roadmap for your financial future, we analyze every facet of your financial life, including your goals, risk tolerance, and resources. A holistic understanding allows us to build a plan that addresses where you are today and how to reach your desired destination.

Ralph
Edwards

Balanced portfolio

Step 4​

Wealth Plan Reveal

With a deep understanding of your assets and aspirations, we design a custom wealth plan tailored to your goals. This roadmap outlines the steps needed to achieve your ideal life and provides clarity and direction for the journey ahead.

Step 5

Implementation

Through regular updates and communication, we help keep your plan aligned with your goals, adapting to life changes and shifting market conditions, so you stay on track to pursue your long-term goals.

Testimonials

Real Voices.
Real Relationships.

“If you are serious about creating wealth for yourself and building a financial future for your family. Look no further than Bradley Wealth.

I’ve known Michael Bradley for over 12 years. His character and strong intellect into wealth management goes beyond how he carries himself. This plays directly into the standards he carries for his firm. I’ve watched him and his 5 star team yield returns and results over results to all of their clients. The customer service at Bradley Wealth goes above and beyond expectations at delivering whatever you need to cater to your portfolio. His team is dialed in to ensure everything you need is attended and handled with efficiency and urgent need…”

Mike Bernknopf

google

“The Team at Bradley Wealth is fantastic! They keep us updated every 3 months or so about how our money is doing in the market. This makes me feel very confident in their ability to manage our retirement account. The team has made it possible to retire a lot sooner than I expected! You can rest assured that the team will take good care of you! We love them!”

Lisa Miller

google

“We have been a client of Bradley Wealth since June 2024, and we couldn’t be happier with the exceptional support received. The professionalism of their team is evident in every interaction, making complex financial concepts easy to understand. Their responsiveness and dedication to our financial success have been outstanding!

The kindness and generosity shown by the team have truly set them apart. They take the time to listen and offer tailored advice that suits our unique needs. It’s refreshing to work with a company that treats you like family, fostering a genuine sense of friendship.
Overall, I wholeheartedly recommend Bradley Wealth to anyone seeking a reliable and compassionate partner in their financial journey. 😊”

Stephanie Carlock

google

“Bradley Wealth has been managing my company 401k as well as my personal portfolio for the last 7 years. They do an annual walkthrough with me to make sure I am on track for future finances and are always available to answer questions I may have. I highly recommend them to anyone looking for a full service financial firm that cares about you and knows you and your family needs personally.”

Reed Hartzog

google

“We’ve been clients of Bradley Wealth, a financial advisory firm, for 13 years. As a small boutique firm, they excel in providing exceptional customer service and truly make their clients feel like part of the family.

Bradley Wealth offers a comprehensive suite of financial services, including traditional and alternative investments, insurance, and more. Their personalized approach ensures that each client’s unique needs are met, and their dedication to fostering strong relationships is evident in every engagement.

I highly recommend Bradley Wealth to anyone seeking a trustworthy and client- focused financial advisor. Their commitment to excellence and client satisfaction is second to none.”

Todd Stevens

google

*These testimonials were provided via Google Reviews. Clients were not compensated, and experiences may not reflect those of all clients. Testimonials do not guarantee future performance. Full reviews, including all ratings, are available here.

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