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About

Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support.

๐—ฃ๐—ฟ๐—ฒ๐˜€๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ป๐—ด ๐˜„๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐˜€๐—ถ๐—ป๐—ฐ๐—ฒ ๐Ÿญ๐Ÿต๐Ÿด๐Ÿฐ

We have an outstanding reputation for providing quality advice to everyone who walks through our doors.

Working to help people from a variety of backgrounds with:

โžก๏ธ Inheritance tax planning
โžก๏ธ Retirement planning
โžก๏ธ Lifestyle financial planning
โžก๏ธ Investing and building wealth

๐—ง๐—ต๐—ฒ ๐—ถ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐—ฎ ๐—ฝ๐—น๐—ฎ๐—ป

We create a tailored strategy to see you through every stage of life. Whether you're still accumulating wealth, preparing for retirement, or thinking about passing down wealth, we will help you.

We are here to help you navigate life's challenges, one decision at a time.

๐—”๐—ฏ๐—ผ๐˜ƒ๐—ฒ ๐—ฎ๐—น๐—น, ๐—ถ๐˜'๐˜€ ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€' ๐—ผ๐—ฝ๐—ถ๐—ป๐—ถ๐—ผ๐—ป๐˜€ ๐˜๐—ต๐—ฎ๐˜ ๐—บ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐˜€๐˜

We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel.

โœ… 96% of our clients would recommend us to friends, family or work associates
โœ… 100% believe working with us has helped to achieve their financial goals
โœ… 99% were satisfied that we understood their needs, goals and objectives

๐—–๐—ผ๐—ป๐˜๐—ฎ๐—ฐ๐˜ ๐˜‚๐˜€

Got a question for our team? We'd love to hear from you.

๐ด๐‘๐‘๐‘Ÿ๐‘œ๐‘ฃ๐‘’๐‘‘ ๐‘๐‘ฆ ๐‘‡โ„Ž๐‘’ ๐‘‚๐‘๐‘’๐‘›๐‘ค๐‘œ๐‘Ÿ๐‘˜ ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘ โ„Ž๐‘–๐‘ ๐‘œ๐‘› ๐ท๐ท-๐‘€๐‘€-๐‘Œ๐‘Œ๐‘Œ๐‘Œ
๐‘‡โ„Ž๐‘’ ๐‘ฃ๐‘Ž๐‘™๐‘ข๐‘’ ๐‘œ๐‘“ ๐‘–๐‘›๐‘ฃ๐‘’๐‘ ๐‘ก๐‘š๐‘’๐‘›๐‘ก๐‘  ๐‘Ž๐‘›๐‘‘ ๐‘Ž๐‘›๐‘ฆ ๐‘–๐‘›๐‘๐‘œ๐‘š๐‘’ ๐‘“๐‘Ÿ๐‘œ๐‘š ๐‘กโ„Ž๐‘’๐‘š ๐‘๐‘Ž๐‘› ๐‘“๐‘Ž๐‘™๐‘™ ๐‘Ž๐‘  ๐‘ค๐‘’๐‘™๐‘™ ๐‘Ž๐‘  ๐‘Ÿ๐‘–๐‘ ๐‘’ ๐‘Ž๐‘›๐‘‘ ๐‘ฆ๐‘œ๐‘ข ๐‘š๐‘Ž๐‘ฆ ๐‘›๐‘œ๐‘ก ๐‘”๐‘’๐‘ก ๐‘๐‘Ž๐‘๐‘˜ ๐‘กโ„Ž๐‘’ ๐‘œ๐‘Ÿ๐‘–๐‘”๐‘–๐‘›๐‘Ž๐‘™ ๐‘Ž๐‘š๐‘œ๐‘ข๐‘›๐‘ก ๐‘–๐‘›๐‘ฃ๐‘’๐‘ ๐‘ก๐‘’๐‘‘.
๐ป๐‘€ ๐‘…๐‘’๐‘ฃ๐‘’๐‘›๐‘ข๐‘’ ๐‘Ž๐‘›๐‘‘ ๐ถ๐‘ข๐‘ ๐‘ก๐‘œ๐‘š๐‘  ๐‘๐‘Ÿ๐‘Ž๐‘๐‘ก๐‘–๐‘๐‘’ ๐‘Ž๐‘›๐‘‘ ๐‘กโ„Ž๐‘’ ๐‘™๐‘Ž๐‘ค ๐‘Ÿ๐‘’๐‘™๐‘Ž๐‘ก๐‘–๐‘›๐‘” ๐‘ก๐‘œ ๐‘ก๐‘Ž๐‘ฅ๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘Ž๐‘Ÿ๐‘’ ๐‘๐‘œ๐‘š๐‘๐‘™๐‘’๐‘ฅ ๐‘Ž๐‘›๐‘‘ ๐‘ ๐‘ข๐‘๐‘—๐‘’๐‘๐‘ก ๐‘ก๐‘œ ๐‘–๐‘›๐‘‘๐‘–๐‘ฃ๐‘–๐‘‘๐‘ข๐‘Ž๐‘™ ๐‘๐‘–๐‘Ÿ๐‘๐‘ข๐‘š๐‘ ๐‘ก๐‘Ž๐‘›๐‘๐‘’๐‘  ๐‘Ž๐‘›๐‘‘ ๐‘โ„Ž๐‘Ž๐‘›๐‘”๐‘’๐‘  ๐‘คโ„Ž๐‘–๐‘โ„Ž ๐‘๐‘Ž๐‘›๐‘›๐‘œ๐‘ก ๐‘๐‘’ ๐‘“๐‘œ๐‘Ÿ๐‘’๐‘ ๐‘’๐‘’๐‘›.

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estate planning, retirement planning, financial planning, investment planning

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7
1984
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