Dubuque, IA Office

Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals (including high-net-worth clients), trusts, businesses and qualified retirement plans. Like many team firms, it implements client accounts primarily through mutual funds and ETFs and offers ongoing portfolio oversight and planning services.

The firm’s investment approach emphasizes passive, asset-class diversification and a buy-and-hold philosophy, using model portfolios and sub-advisory portfolios provided by Focus Partners Advisor Solutions and research support from Dimensional Fund Advisors. Financial planning incorporates tools such as Monte Carlo simulation, and the firm will retain individual equities for tax or personal reasons and, when suitable, utilize less-liquid vehicles such as interval funds.

Two operational features that distinguish the firm are its multi-office platform (12 offices) and its ownership structure as a wholly owned subsidiary of an accounting firm, Brady Martz, PLLC, which enables coordinated service offerings with affiliated tax and insurance entities while maintaining separate engagements. BMWS also combines a substantial discretionary asset base (roughly $795 million) with outsourced sub-advisory and back-office relationships, which shapes its operational scale and portfolio implementation relative to many peers.