Approach

Braver Wealth Management provides investment management and financial planning services to high net worth individuals, families, trusts and foundations. A SEC-Registered Investment Advisor, we currently manage assets of more than $900 million.

Tactical strategies can preserve wealth

Our investment approach includes both traditional, long-term diversified investing as well as active, tactical investment management for risk control. By combining both approaches, we can offer clients the opportunity for more consistent returns while seeking a reduced level of risk. We primarily utilize low cost ETFs (exchange-traded funds), index funds and no-load mutual funds in client portfolios.

Unbiased advice

We are committed to providing unbiased advice, and, as a fiduciary, we are legally obligated to put your interests first. Unlike many financial services firms, we sell no products and we receive no commissions or referral fees.

Individualized planning focused on you

Getting to know you and your life goals is central to our financial planning approach. We tailor our advice to each individual’s needs and utilize a unique mix of experience and perspective to offer our clients solid, customized solutions. Our team of Relationship Managers are all experienced Certified Financial Planner® and/or Chartered Financial Analyst professionals, offering a range of planning services including investment planning, retirement projections, college savings, insurance reviews, philanthropy and tax planning.

We believe that financial planning is so integral to wealth management that we routinely do not charge separate planning fees for clients who meet our firm’s investment criterion.

 

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