Planning for the Life You Want
At Wisehaupt Bray, we bring decades of financial planning experience to every client conversation. We have advice to give but are wise enough to know we need to listen. At the outset of our relationship, we sit down with you and take the time to understand your priorities, goals and values. From there, we create a comprehensive financial plan that reflects your vision for your life.
As your life changes and your finances become more complex, we can bring sophisticated services and resources to the table, to help ensure that you stay on track with your long-term goals.
We can help you
BUILD WEALTH
In the early stages of your career, we can help you balance your lifestyle needs with saving and investing.
EMBRACE RETIREMENT
We help you feel confident about having enough income to enjoy a long and happy retirement.
CREATE A LEGACY
We will help you design a plan to give your wealth to the loved ones and causes you care about.
You may need assistance with:
Saving for retirement
Investments
Insurance
Budgeting
Taxes
Buying a home
Saving for children’s education
Making an impact on your community
Our financial planning services include:
Retirement planning
Investment management
Insurance guidance
Tax planning
Long-term care planning
Estate and legacy planning
529 investments
Charitable gifting strategies