Bradley & Company Private Wealth Management, LLC

Bradley & Company Private Wealth Management offers investment management, financial planning, and financial consulting services to individuals, high-net-worth individuals, and small businesses. The firm builds customized investment portfolios based on each client's goals, time horizon, risk tolerance, and liquidity needs. Portfolios are supervised continuously and monitored quarterly. In addition to managing investments, Bradley & Company provides comprehensive financial planning covering areas such as retirement planning, cash flow management, tax strategies, employee stock options, education funding, estate planning, and insurance needs. The firm operates as a registered investment advisor and acts in its clients' best interests as a fiduciary. Clients typically hold their assets at Fidelity Investments, where the firm executes trades and manages accounts on either a discretionary or non-discretionary basis.