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About Braver Wealth Management

Braver Wealth Management offers a broad range of services including financial planning, investment management and tax preparation.  We manage more than $360 million and our firm has more than twenty years of experience growing our clients’ assets.  We work on a fee-only basis which means that we sell no products and receive no referral fees or commissions.  In addition to traditional asset allocation, we offer unique “wealth preservation” investment programs designed to achieve market-like returns with significantly lower risk.  All of our investment programs utilize no-load mutual funds and/or exchange-traded funds (ETFs).  When you work with us you can be certain that you are receiving an objective, results-oriented approach and that we will always do what’s best for you. 

At Braver, it’s the way we do business that makes the difference.  An advantage of working with Braver Wealth Management is that we offer a one-stop shop for all of your financial needs.  Many firms will manage your investments but won’t do your taxes, or vice-versa.  Often clients tell us that they value our ability to handle every part of their financial lives through our broad service offerings in financial planning, asset management, family office, tax planning, tax preparation and business valuation. 

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We were recently awarded a 2007 Financial Planning Award of Excellence by CPA Wealth Provider Magazine for going above and beyond what clients traditionally expect from a wealth management firm.  And in 2006 we were named a Top Wealth Manager Superstar by Wealth Manager magazine. 

DISCLAIMER: Braver Wealth Management, Inc. is a federally regulated investment advisory firm, registered with the Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation or offer to sell securities or investment advisory services. Information throughout this site such as stock quotes, charts, articles, or any other statement or statements regarding current market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Web site should be interpreted to state or imply that past results are an indication of future performance.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties expressed or implied as to accuracy, completeness or results obtained from any information posted on this Web site.