The BW Proven Process

Setting You on a Course to a Life of Significance

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.

  • Introduction
  • Discovery
  • Data Gathering
  • Wealth Plan Reveal
  • Implementation

Introduction

From the moment you schedule a consultation, Bradley Wealth goes to work for you – connecting you with an advisor suited to handle your unique needs. When it comes to first impressions, don’t settle for a handshake.

Discovery

It’s important for you and a financial advisor to get to know one another before working together. Whether you’re determining your vision for retirement, looking to finalize your estate plan or planning to retire soon, we will help you discover where your life and financial goals intersect.

Data Gathering

We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a wealth plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.

Wealth Plan Reveal

After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.

Implementation

We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.

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In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.