Always seeking to provide the ultimate, personalized client experience, we have tailored our approach over the last two decades to a proven process that works for our clients.
The BW Proven Process
Setting You on a Course to a Life of Significance
Introduction
Bradley Wealth goes to work for you immediately, introducing you to an advisor who will get to know you and create a customized plan to meet your Ideal Life dreams.
Discovery
We realize the important first step is you and your financial advisor getting to know each other. Our favorite part of planning is learning what’s in your head and in your heart so we can build your custom plan toward retirement, a career change, establishing your estate plan, or starting your own business.
Data Gathering
When planning your future roadmap, we consider every aspect of your financial life, including your Ideal Life goals and your risk tolerance. The more information we have about you, the better your plan will be. This holistic approach leads to a comprehensive overview of your life and finances, so we know where to start to get you to your desired end.
Wealth Plan Reveal
Once we understand you and your assets — financial and non-financial — we build a custom wealth plan based on your end goal, which is a road map toward your Ideal Life.
Implementation
With your plan in action, we never rest. Your plan and your vision are revisited regularly and monitored to make sure everything is headed in the right direction. You’ll hear from us consistently, and can rest assured we’ll adjust your plan as needed based on your goals, evolving market factors, or any significant life changes you experience.