Brailsford Wealth Management creates thoughtful investment strategies using an objective and disciplined process to enable our clients to achieve their investment goals.
We begin the process by listening closely to you so that we understand what you want to achieve with your financial assets. Once your investment objectives, risk tolerance, and time horizon are determined, we will recommend an appropriate wealth management strategy that will be specifically designed for you. Your objectives and your risk tolerance are very specific to you; your wealth management strategy will be customized to meet your needs.
Appropriately diversifying your investments among different asset classes is an important key to achieving the best possible investment returns and managing your risk exposure. Your personalized wealth management plan will be designed to contain the asset classes that reflect your investment return objectives while at the same time meeting your need for safety or risk protection. No matter what phase the markets are in, we will help you invest wisely at a risk level that is comfortable for you.
As our client, you can choose the type of relationship and cost structure you prefer. Services range from traditional brokerage relationships to professionally managed fee-based accounts. We offer access to, and ongoing monitoring of, premier money managers through Davenport. We also offer comprehensive financial planning services to clients including retirement planning, children’s education planning, and estate planning.
The Brailsford Wealth Management Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, North Carolina, South Carolina, Tennessee, Texas, Virginia and Washington. They are licensed to offer insurance and annuities products to residents in Tennessee and Virginia.