Optimize your wealth management with us

“Our mission is simple. We want to EDUCATE our clients on their finances, what they need to do, and why we are recommending what we need to implement.

We want you to understand. We aren’t trying to teach you to become an advisor. We want to help and explain everything that you have available to YOUR specific needs.

Over time our lives, goals, and dreams change so we ask, “Do you know if your current strategy is proper? Do you believe you’re doing the right things? Will it lead you to a higher probability of attaining the outcome goal that you desire?”

We want you to make sure you’re understanding your plan, feel confident, and that you never felt “sold” a product. As Abraham Lincoln once said, “Reputation is like fine china, once broken it’s very hard to repair.” We strive to avoid client’s feeling like they are being sold or pushed into investments and want to make everything client centered, because at the end of the day, it’s not about us, it’s not our money, it’s about our clients, it’s YOUR money.”

James A. Bradley CFP®

FINRA Broker Check