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Lazetta B
CFP®
New Haven, CT
The Real Wealth Coterie
Lazetta Braxton is a CFP® with 18 years of industry experience and is the sole advisor at The Real Wealth Coterie. She has previously worked at 2050 Wealth Partners, LLC, and Financial Fountains, LLC. Lazetta is also the CEO and owner of Lazetta Rainey Braxton, LLC, a consulting firm providing speaking, writing, and consulting services focused on financial planning and diversity, equity, and inclusion initiatives, and she is a founder and CEO of Black Asset Group, which offers business membership and consulting services for financial planners. The Real Wealth Coterie offers comprehensive financial planning and discretionary investment management to individuals, small business owners, and charitable organizations. The firm emphasizes a long-term, passive, diversified asset allocation approach with portfolios managed under written investment policies and provides targeted services for charitable entities and strategic business financial planning.
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