Bruderman Asset Management incorporates institutional-quality money management services, state-of-the-art financial planning and family office services to construct and implement plans that help clients meet their goals and address their greatest concerns and aspirations. The Bruderman family has three generations of experience and proven results in managing wealth, and the full suite of services offered by Bruderman Asset Management are designed to assist clients in all stages of their personal and professional lives.
While other managers focus only on assets under management, we embrace the complexities of ultra-high net worth individuals and families and understand that managing a large estate is akin to running a business. Clients of Bruderman Asset Management can have access to the buy and sell-side services offered by our other divisions, uniquely positioning us to go beyond traditional investment management and give our clients’ wealth the same multi-tiered focus we would pay to their businesses. Our services include complex tax and estate planning, budgeting and income statement preparation, obtaining financing, insurance and risk mitigation services, and support for accounting and legal needs. We appreciate the complex and private matters that need to be managed and addressed in addition to liquid investable assets, and we recognize that such matters are an essential part of managing our clients’ wealth. The combination of our broad array of services and a seasoned perspective is what makes Bruderman Asset Management the trusted advisor to preserve, protect, and transition our clients’ wealth to future generations in a tax-efficient manner.
Our customized wealth management solutions include:
Day-to-Day Financial Planning
Budget And Personal CFO Services