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Your Trusted Advisor Delivering an Unobstructed View

Trusted in the pursuit of excellence

At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who knows and understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision.

Whether you seek to plan for the next phase in life, pursue your lifelong dreams or secure your family’s future, we are here to support you along your path to success with trustworthy guidance and genuine compassion, every step of the way.

Delivering an unobstructed view

Imagine a business built on the premise that delivering straight-forward financial advice is the right thing to do. We believe that trust is essential for success, which is why we put your interests first in every situation, every time. At Wisehaupt Bray, our experienced financial professionals put their minds and business capital to work for you to help you build the future that you envision and deserve.

Clients We Serve


Wisehaupt Bray is a wealth management practice with character. We value the importance of your time with family, and are well-equipped to work with retirees. We have detailed knowledge of the markets and design meticulous financial plans – making us good stewards of your money. Our high standards motivate us to provide excellent customer and concierge services. Because we care, it is natural for us to go above and beyond our client’s expectations.

Private Companies, Employees & Shareholders

We are very involved in the private equity space. We work with shareholders who desire liquidity of their privately held stock. The private market for these shares can be complex and difficult to navigate. We have considerable experience working within the space.

We also work with private companies who are looking to raise their next round of financing. Through our work in the space, we have interacted with a large number of institutional investors who actively seek out investments in the rapidly growing private space. We help management teams plan their next raise and connect them with investors who may be a good fit for their business.


Our belief in putting others first is at the heart of all we do. At Wisehaupt Bray, we offer our keen ability to listen, communicate and support clients during times of challenge and change. We offer a holistic approach, seeking to take care of our clients, not just their finances. We live with integrity and gain trust by earning it. Compassion, dedication and care are the cornerstones of our success.

Business Owners

At Wisehaupt Bray Asset Management, we use our experience and knowledge in how to run and grow a business to help our clients run their businesses and financial lives. We understand the amount of time, energy and resources required for success and seek to alleviate some of that pressure by managing our clients’ assets. We apply outside the box thinking to the way we invest, always striving for professional excellence. We stop at nothing in pursuit of our clients’ goals.


Client First

A commitment to supporting clients’ financial well-being and deeply-rooted trust is the foundation of the firm.

How we put clients first

The Income Life Model

In 20 minutes learn how to turn savings into lifetime, inflation-adjusted income.

See the Income for Life Model

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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