Are You Ready to File Your 2021 Federal Tax Return?
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Planning and Guidance, Tailored To Your Life and Goals
Posted on October 01, 2020
As you know, we’re constantly striving to “raise the bar” on our ability to deliver extraordinary experiences on your road to True Wealth. As such, I’m very pleased to announce the addition of Jake Hall and Walter Mego to our Bradley Wealth family. As Wealth Advisors, Jake and Walter will be responsible for bringing clarity to our clients’ financial lives and providing an unparalleled advisor-to-client experience.
I can confidently say the level of focus Jake, Walter, and our team give to each client is unmatched in the industry, which is why Jake and Walter feel at home on a team of professionals who give unprecedented care to our clients, day in and day out.
Having Jake and Walter on board will afford me the time and opportunity to advance my level of client service to you and will also allow me to spend more time focused on meeting your financial and wealth management needs.
Before joining Bradley Wealth, Jake worked as a Wealth Advisor for five years with Mutual of Omaha. During his time there, Jake realized he wanted to build his career around financial planning and be part of a team dedicated to helping clients achieve “financial wellness.” We’re so glad he’s joined our team!
“I’m most excited about being with Bradley Wealth,” Jake said, “because I’ll get to provide our clients with a financial road map that delivers on our promise of creating True Wealth.”
Jake is an excellent addition to Bradley Wealth because he believes in extraordinary client service, and he knows this can only be achieved if our firm runs seamlessly for you.
Before joining Bradley Wealth, Walter spent ten years working with JP Morgan Chase, The Vanguard Group, and Charles Schwab. He had been inspired to become a wealth advisor after assisting his immigrant parents and his father-in-law in saving and investing for their future.
“I look forward to bringing the idea of True Wealth to our clients,” Walter said. “We all know we should be saving, but few of us have take a moment to really visualize what we’re saving for. I want to help our clients see the reasons they do what they do, and help their visions become a reality.”
Walter fits perfectly into our BW family. His passion for helping people live out the retirement of their dreams aligns with our core values and dedication to our clients.
We are always looking for top-tier talent to join our family. Please visit our “careers” web page to view any openings and feel free to recommend BW to any of your qualified friends.
To True Wealth,