Q3 2021 – CEO to YOU Message

Posted on October 25, 2021

Message from Michael

Looking back at all we did this past summer makes me feel happy and satisfied, and I’m hoping you noticed the results as we strengthened our BW team and the firm, one initiative and one client at a time. We’ve been as active as always, taking steps to ensure BW is on the cutting edge of financial management and opportunities for you.

Our biggest news happened on August 30, 2021, when Bradley Wealth, LLC, became an investment advisory firm pursuant to the laws and regulations of the U.S. Securities & Exchange Commission (SEC). Domiciled in Arizona, our firm conducts business and has clients in 30 states! All of this means we’re growing a stronger base from which to help you reach your financial goals; whatever you can dream up, we can help make it happen.

We’re all now enjoying the season of pumpkin spice, holiday gatherings, and looking ahead to 2022. In this issue, you’ll learn about our innovative initiatives and these topics:

Topics in this issue

Market & Economic

Over recent months, we have seen a slowing of growth momentum and a renewed focus from some investors on potential tail risks.

Financial Uncertainty Preparedness Checklist

In this issue, I’m spotlighting our Financial Uncertainty Preparedness Checklist because it covers the foundation blocks of having a sound financial strategy…

Core Value Spotlight: Serve with Passion & Positivity

At BW, we live by our core values and in this issue, we’re spotlighting the value of Serving with Passion and Positivity.

Alternative Investment Spotlight: iCapital KKR Private Markets Fund

KKR, a global investment firm established in 1976, has a distinctive strategy that utilizes hundreds of professionals…

Bradley Wealth Advisory Investment Committee

BW’s recently established Advisory Investment Committee is an exciting new departure for BW and its stakeholders…

Life as a BW Client: Kevin & Tamara G.

Kevin and Tamara have been catching green lights for years, probably because they are decent human beings with an abundance of love, good sense, and internal drive.

No matter the time of year, your Ideal Life is our priority and, as you’ll see in this newsletter, our combined and sustained efforts are paying off. As your year comes to a close, we wish you a meaningful holiday season and fun memory-making with your loved ones. That’s what life is all about!

Your devoted partner,

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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.