Celebrating Brady Family Wealth’s First Anniversary

THANK YOU!!!

One year ago today, Brady Family Wealth began an exhilarating journey to build a family-office-type firm for our existing, as well as future, clients. Wealthy families have several choices when it comes to advisory counsel and trusted relationships. With that in mind, we formed our new company to ensure we provide independent, objective, and unbiased advice, with our client’s needs at heart. It has been more rewarding than we imagined!

Operating from a place of independence, combined with the insights from many client conversations, we remain inspired to base Brady Family Wealth on three guiding principles:

Empathy.?We value personal connections with our clients. We need to truly understand your?history, attitudes, values, dreams of the future, visions of your life and other qualitative information. It is knowing what motivates you to make decisions about your money and what that money needs to do for you. We genuinely care about our clients.

Focus. In order to do great work for our clients, we must establish clear priorities. This requires discipline in many areas, including: the planning and investment strategies we employ, the technology we use, and the professional alliances we maintain.

Excellence. You, our clients, are busy doing what you do best, and you want us to do what we do best. Brady Family Wealth’s professional expertise is one of our strongest commitments. Our professional designations include Chartered Financial Analyst and Certified Financial Planner. We believe this combination of professional designations helps set us apart from other advisors in the industry.

Again, we want to say a sincere thank you to our clients, professional colleagues, friends, and family members for their trust. We appreciate you all.

We look forward to building on the successes of our first year, and to serving our current and future clients even more capably in the years ahead.