HISTORY

Braver Wealth Management is a holistic wealth management firm based in Needham, Massachusetts that focuses on providing exceptional individualized service to its clients. Braver was founded in the late 1980’s by Joe and Judy Ludwig as Tandem Financial Services.

Today, Braver Wealth continues to focus on providing outstanding client service and proprietary tactical investment strategies that work to preserve and build wealth for its clients. These tenets have guided us for over 25 years and have enabled the firm to navigate many bear markets, including the market correction of 2008.

Braver Wealth Management currently manages assets of more than $900 million for individuals, families, foundations and trusts.

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Founders, Judy and Joe Ludwig

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