A complete list of active advisors currently associated with Braverman Wealth Advisors, LLC
Warmer can help you find a great advisor at Braverman Wealth Advisors, LLC or one who fits your needs even better.
Braverman Wealth Advisors, LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations and 401(k) plan participants. Services described in the brochure include retirement and tax-informed planning, estate and business planning support, cash-flow and debt management, and both modular and comprehensive written financial plans. The firm typically builds portfolios using a passive, indexed ETF approach guided by an individualized investment policy statement and may engage sub‑advisors to manage accounts or model portfolios. It combines portfolio management with ongoing planning options — including subscription-based continuing planning — and sponsors a wrap fee program to deliver bundled custody and trading services. What distinguishes this firm is that the principal actively practices as an estate and elder-law attorney and operates an affiliated law firm, and is also licensed to sell life and health insurance; those relationships and any referrals or insurance sales are disclosed as conflicts of interest. The firm is a solo practitioner managing roughly $6.5 million in discretionary assets for a very small client base, and it offers no-cost educational workshops and pension/employee benefits consulting services that are uncommon for independent advisers of its size.
To learn more about the advisors currently working at Braverman Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boulder, CO
| 5
|
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