Retirement is a time to enjoy the fruits of your success and focus on what you enjoy. The Wisehaupt Bray team works closely with you to design a comprehensive plan that supports your lifestyle and goals as you redefine your identity and purpose, post-career.
As a values-focused wealth management practice, we appreciate the importance of spending time with family and making an impact on your community in these later years. We have detailed knowledge of the markets and design meticulous financial plans, making us good stewards of your money.
Our team can help you sustain your wealth throughout your retirement, and then help facilitate a smooth transfer to future generations. With a focus on preserving and growing your legacy, we provide thoughtful guidance on estate planning, charitable giving, and legacy planning. We will help you create a lasting impact that resonates with your values and vision.