Braun Wealth Management

The Braun Wealth Management Group is a firm built on the foundation of lasting, meaningful, and open relationships with our clients. We believe your financial future should be a reflection of your hard work and aspirations. We are dedicated to helping you pursue your investment goals through sound financial strategies, personalized plans, and a commitment to transparent communication. Our philosophy centers around providing guidance and support every step of the way, ensuring you feel confident and empowered in making informed decisions about your financial well-being.

Our Services: A Comprehensive Approach to Financial Wellbeing

We understand that your financial needs are unique and multifaceted. That's why we offer a wide range of services designed to address every stage of life and address your specific financial goals. Our team of experienced professionals is dedicated to providing tailored solutions and comprehensive advice.

401(k) Distribution Options: Life transitions like changing jobs or retirement can bring complex decisions about your 401(k) or other retirement plans. We provide expert guidance and help you navigate your options to ensure a smooth and informed transition, maximizing the potential of your hard-earned savings during this crucial phase.

Advisory Services

Managing investments can be time-consuming and complex. Our Advisory Services offer a personalized approach, providing financial guidance and market expertise to help you make informed investment decisions. We customize our services to your specific needs and preferences, offering various levels of involvement from hands-on portfolio management to strategic guidance and ongoing support.

Business Services

Your business is a valuable asset, and we understand its unique financial needs. We provide tailored solutions for businesses of all sizes, including employee benefit plans, insurance strategies, and succession planning. Our goal is to help you secure your business's future while ensuring the well-being of your employees and your legacy.

College Savings Plans

Saving for your child's education is a significant responsibility. We work with you to develop a customized college savings plan, exploring options like 529 plans and trust funds that can help you reach your goals while accommodating your overall financial strategy.

Estate Planning Services

Estate planning is essential for protecting your assets and ensuring your wishes are carried out. We provide personalized guidance and help you create a comprehensive estate plan that considers your unique circumstances and goals, including wills, trusts, and powers of attorney.

Individual Retirement Accounts

IRAs are a powerful tool for building your retirement savings. We help you navigate the options and choose the IRA that best aligns with your needs, offering strategies to maximize your contributions and investment growth.

Insurance

Insurance plays a crucial role in protecting your assets, family, and future. We work with you to develop a comprehensive insurance plan that includes coverage for life, health, disability, and property.

Investment Products

Selecting the right investment products is essential for achieving your financial goals. We offer a wide range of investment options and provide expert guidance to help you build a diversified portfolio that aligns with your risk tolerance and objectives.

Retirement Planning

Retirement planning is not a one-size-fits-all approach. We work closely with you to understand your retirement aspirations and develop a personalized plan that addresses your unique circumstances, including income needs, lifestyle goals, and estate considerations.

A Partnership Built on Trust

At Braun Wealth Management Group, we believe in building long-term partnerships with our clients based on trust, transparency, and a shared dedication to achieving your financial goals. Our experienced team is committed to providing you with the personalized guidance, support, and expertise you need to navigate the complexities of financial planning and make informed decisions that secure your financial future.