Give your future the attention it deserves. With Bravera's tools and investment management strategies, our team of trusted advisors works with you to create a unique financial portfolio that defines your investment goals.
- Financial planning
- Tax planning
- Retirement planning
- Portfolio management
- Wealth accumulation/preservation
- College saving
We offer a full-line of investment options:
- Mutual funds
- 529 plans
- Custodial accounts
- Brokered CDs
- Preferred stock
- Fixed & variable annuities
- Life insurance
- Long term care
- Individual Retirement Accounts (IRAs)
Frequently Asked Questions
Can a Bravera Wealth advisor draft my will and estate documents?
Do I need a trust to work with Bravera advisors?
Can I set up an IRA with the Planning + Investing team?
Can Bravera help me with CD rates?
Is there an account size minimum?
Is there a fee to meet with an advisor?
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Bravera Wealth is not affiliated with APFS and APA. Securities products offered by American Portfolios are not FDIC insured, not deposits or other obligations of the financial institution, not guaranteed and are subject to investment risk and possible loss of principal invested.
Check the background of these investment professionals on FINRA’s BrokerCheck.