Helping You Make Smart Decisions
At Any Stage of Life
Wealth management is about much more than managing your money. At Braver Wealth, it’s about creating relationships that enable a lifetime of smart decision-making for our clients.
We offer in-depth financial planning to help you understand where you stand today and what actions, if any, you may need to take to achieve your long-term goals. Our experienced Relationship Managers can help you make informed decisions about spending and saving, insurance and estate planning, taxes and philanthropy.
Strong planning built on your goals.
At Braver, we believe that a clear understanding of your goals and current situation is critical to creating an appropriate financial plan. So we ask questions, listen carefully, and work hard to develop that understanding. Perhaps, for instance, you hope to maintain a retirement standard of living that is consistent with your pre-retirement lifestyle. We take that knowledge and use it to run detailed long-term projections – assessing possible scenarios, offering options. Together we build a plan that can help provide a smooth glide path in the face of fluctuating market conditions.
We believe that thoughtful and individualized financial planning is so integral to wealth management that we routinely do not charge a separate fee for our planning services. We will continue to assist you with planning throughout your long-term relationship with us.
Annual investment reviews offer a chance for us to revisit your initial planning goals, assess your current needs, and adjust your plan to ensure that you remain on track to reach all your goals.
For those new to Braver Wealth, we offer a complimentary one-hour consultation that gives you the chance to meet one-to-one with one of our Relationship Managers to discuss your individual needs and to help you assess your fit with Braver’s investment and planning approach.