Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team can help you address:

  • *Investing principles and strategies
  • *Retirement investing and distribution strategies
  • Estate conservation issues 
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • *Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Bradley Wealth Management, LLC has helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Kevin Bradley through his affiliation with Avantax.

 

Kevin has more than 42 years experience, having worked in SEC audits in a Big Four environment for 3 years, as well as 17 years in a corporate environment, principally in tax preparation and planning. Kevin founded Bradley Wealth...

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Frances Sweatt

Advisory Assistant

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