Our goal is to build and deliver customized wealth strategies that are aligned with a family’s vision and aspirations. In order to create an integrated wealth management solution for clients, we offer financial planning services, trust and estate advisement, as well as management services for investments and insurance. Our processes are designed to optimize these financial disciplines and deliver a personalized wealth management experience to each client.

Drawing on our vast expertise, we actively collaborate with our clients to tailor our resources to meet their specific needs through an in-depth financial planning process. Our financial planning solution provides direction, clarification, and context to our clients’ financial lives.

WEALTH PLANNING & FAMILY OFFICE SERVICES

Wealthy individuals and families often have complex lifestyle and financial planning needs. In addition to serving as investment manager, we also act as an architect for family-related and personal financial objectives.

We support our clients in meeting their long-term financial goals by addressing a number of concerns related to income and estate taxes, multigenerational wealth strategies, philanthropy, and family governance. We work as part of the team with each client’s attorneys, accountants, and other professional advisors to formulate a comprehensive wealth management strategy. This partnership allows us to optimize planning and evaluate opportunities for our clients that may emerge as a result of changes in their own lives, legislation, and/or the economic environment.

Financial planning alone does not ensure long-term success. A detailed monitoring and active engineering of the plan takes discipline, skill, and knowledge – qualities that are fundamental to the wealth management advisors at Bruderman Asset Management.

The Wealth Planning & Family Office team can handle all aspects of a family’s cash management needs. The needs of our clients range from preserving a cash cushion for unexpected short-term expenses to bill paying services.

Similar to running a successful business, effective money management for wealthy families means having a clear picture of the balance sheet, income statement, and budgeting. Services like bill paying and a personal CFO are included in how we manage money because we feel it is the only way to advise our clients successfully.

Accounts held at Bruderman Brothers, LLC, our affiliated broker-dealer, have access to the following:

  • VISA debit/ATM cards
  • Check writing
  • Account executives who are registered with the US Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA)
  • Account protection through the Securities Investor Protection Corporation (SIPC) and additional account protection through Lloyds of London
  • A fully staffed support and administrative team

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