Q4 2020 – CEO to YOU Message

Posted on January 21, 2021

Michael’s Message

What a year. 2020 blind-sided us with the Pandemic, devastating families who lost loved ones, businesses, or jobs. I contracted COVID last month and it wasn’t a walk in the park. Even when we do all the right things to be safe from the Coronavirus, it can still catch up with us. 

Illness to that degree makes me re-examine my life in ways ordinary self-reflection can’t. My biggest concern was giving the virus to others, especially Brooklyn, who took excellent care of me. Unfortunately, she got the virus, too, and is much better now.

When sick, our priorities and our perspectives can change. I realized my team can completely carry the business when I’m away. That’s exactly what I was hoping would happen as I carefully built our team. I’m replaceable, and that’s great for you! You can feel confident you’ll receive the same stellar service and educated advice from BW, no matter who you’re communicating with.

Reflecting back on the year, my team and I got a lot done for you: we grew the business, hit our goals, and, yet, we must admit 2020 stung. Now, with a new administration moving into Washington and vaccines on their way to the citizenry, we have some glimmers of hope that 2021 will be a better year. We might even be able to do some of those things we did in the good ol’ days, like going to movies, attending live music concerts, and holding weddings surrounded by our loved ones!

There are reasons for optimism. One thing that keeps me going, and prods me to explore innovation, is you. I want BW to be the best advisory firm we can be for you. To that end, and to help serve you as you deserve, we hired Anastasiia Markova as our Client Care Specialist/Client Concierge. You’ll meet Anastasiia in this edition, along with learning more about the following:

The Market Review & Outlook

2020 will go down in history as a year we all wish we could forget, but never will. While 2020 is defined by some as the year of COVID and by others as the year of the most…

Meet Anastasiia Markova

As you know very well, I want my team to deliver the best possible experience for you… every day, every time. That’s why I’m so proud to have Anastasiia Markova as as part…

Our Newly Redesigned Website

My team and I spent the last months of 2020 preparing our new, interactive, completely redesigned, and brand-new Bradley Wealth website. I hope you’ll visit and explore the site…

Our Partners

Shareholders Service Group (SSG) has a sole focus: serving independent RIAs like Bradley Wealth. We’ve been doing business with SSG for more than 10 years…

Cindi B: BW Client and Consultant

A dear friend in San Diego told me about Michael three years ago. I was looking for a financial advisor but was anxious about paying the fees, wondering if using a wealth manager…

BW Strategy and Planning

In early Q3 2020, we held an offsite Team Advance retreat where we strategically planned for the rest of 2020 and beyond! Team BW has held numerous retreats over the years…

We have so much to be grateful for, even with the remnants of 2020 nipping at our heels. I pledge to you that my team and I will continue to improve our investment strategies and provide the high-touch service you expect. We’re always available, so call or email anytime you need anything.

We’re starting 2021 with high hopes for the markets, and for personal and professional growth, to be better advisors, and better friends, to you. The words I’ve chosen to help guide my growth throughout 2021 are Patience and Self-Awareness. 

This year let’s focus on the good things in our lives. That means I will be focusing on you!

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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.