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Welcome To Bradley Wealth

Bradley Wealth is an independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions. Bradley Wealth was established based on the premise of inspiring our clients to achieve True Wealth. We are dedicated to building deep and genuine relationships with our clients and delivering a Signature Experience™. We are passionate about understanding your unique goals and objectives and helping you achieve your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, integrity, and personalized wealth management services with you.

Core Values

Bradley Wealth is governed by its core values.  They shape the culture and define the character of our firm.  They serve as our enduring tenets and universal guiding principles in how we behave and make decisions.

Clients First

We have a genuine passion and relentless desire to serve our clients. We succeed when every decision is based on a clear understanding of our clients values and aspirations.  Long-lasting, positive relationships are the lifeblood of our firm. We care about our clients as individuals and view them as respected friends.  We are proactive in finding customized solutions that best achieve their goals.  Responsive, thoughtful, and courteous service is always guaranteed.

Integrity

We demonstrate our core beliefs in the way we treat each other and the example we set.  We are ethically unyielding and honest in our thoughts, words, and actions.  We inspire trust by doing the right thing, in the right way, at the right time, for the right reasons.  We exercise prudent judgment in our decisions and are accountable for our actions.

Teamwork

Our greatest asset and the key to our success is our people.  We create an environment where people can flourish and grow to their fullest potential. We believe teamwork leverages our individual strengths.  We are committed to common goals through clear, responsive and timely communication, a proactive “can-do” attitude, and a sense of responsibility.  We expect accountability for our actions towards self, others, and the community.  We value diversity and each others unique contributions, fostering a trusting, open, and inclusive environment.

Passion

Great work is done by people who are not afraid to be great. Our success is measured by flawless execution and a commitment to quality.  We pay extraordinary attention to detail.  We work hard, celebrate our success, and learn from our failures.  We seek innovation and creativity and look for new ways to improve everyday.  We aspire to help others achieve financial greatness and a higher quality of life.

Opportunity

We actively pursue opportunities to achieve sustained growth and profitability, both personally and professionally.  Our firm’s growth and prosperity is achieved only by placing our client’s interests first.  We will not rest in our success or celebrate mediocrity, but continually strive to learn more, do more and be more.  We expect to achieve a fair and reasonable profit to ensure the prosperity of our firm.

Private Advisory Board

The purpose of our private client advisory board is to assemble a group of diverse clients and community partners to provide specific, honest feedback. The board is an opportunity for our firm and advisory team to build stronger relationships with our clients and obtain critical feedback on our practice and procedures, while expanding our footprint in the registered investment advisory business. It is lead by industry professionals from leading firms across multiple verticals.

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San Diego, CA   |  Scottsdale, AZ
Toll Free 844-4BWM-100
Fax (619) 512-4101