Wealth Management For Retirees

A Vibrant Retirement Starts Here

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.

We help retirees with:

  • PRE AND POST-RETIREMENT PLANNING

  • INVESTMENT MANAGEMENT

  • INSURANCE PLANNING

  • ESTATE AND LEGACY PLANNING

  • TRUST SERVICES

  • CONTRIBUTING TO GRANDCHILDREN'S EDUCATION

  • PHILANTHROPIC PLANNING

  • HEALTHCARE PLANNING

  • DISCRETIONARY SPENDING

  • TAX-EFFICIENT WEALTH TRANSFER

The Income for Life Model®

Constrained investors have specific challenges. If you are approaching retirement, we offer an investment strategy to help you create consistent income during retirement.

Learn More

Learn more about our financial planning and investment services.

Align Your Wealth with Your Values

Experience financial guidance rooted in principles that align with your beliefs and goals. Connect with us to explore how we can support your objectives and help you make a meaningful impact.

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