About Bragg financial advisors
Bragg Financial Advisors: Your Trusted Partner in Wealth Management
Bragg Financial Advisors is a family-run investment advisory firm based in Charlotte, NC. With over 50 years of combined experience, the team at Bragg Financial Advisors has been providing personalized financial planning and investment management services to individuals, families, and businesses.
As an independent and fee-based firm, Bragg Financial Advisors is committed to putting their clients' interests first. They do not receive commissions or incentives for recommending specific products or services. Instead, they provide unbiased advice that is tailored to each client's unique needs and goals.
At Bragg Financial Advisors, they believe that successful wealth management requires a comprehensive approach that goes beyond just investing. That's why they offer a range of services designed to help clients achieve their financial objectives:
Investment Management: The team at Bragg Financial Advisors uses a disciplined investment process that focuses on long-term results while managing risk. They work closely with clients to develop customized portfolios based on their individual goals and risk tolerance.
Financial Planning: Whether you're planning for retirement or saving for your child's education, the experts at Bragg Financial Advisors can help you create a comprehensive financial plan that takes into account all aspects of your life.
Estate Planning: Proper estate planning can help ensure that your assets are distributed according to your wishes after you pass away. The team at Bragg Financial Advisors can work with you and your attorney to develop an estate plan that meets your needs.
Tax Planning: Taxes can have a significant impact on your overall financial picture. The professionals at Bragg Financial Advisors can help you minimize taxes through careful planning and strategic investments.
Insurance Planning: Protecting yourself and your loved ones from unexpected events is essential for long-term financial security. The advisors at Bragg Financial Advisors can help you evaluate insurance options such as life insurance, disability insurance, long-term care insurance, and more.
Retirement Planning: Whether retirement is years away or just around the corner, it's never too early (or late) to start planning for it. At Bragg Financial Advisors they will work with you every step of the way towards achieving this goal by developing strategies tailored specifically towards meeting this objective
In addition to these core services mentioned above ,Briggs also offers specialized consulting services such as business succession planning , philanthropic giving strategies etc .
At Briggs we understand how important it is for our clients' peace of mind knowing their finances are being managed by experienced professionals who truly care about them . We take pride in building lasting relationships with our clients based on trust , transparency ,and mutual respect .
If you're looking for an experienced partner who will put your interests first when it comes to wealth management , look no further than Briggs . Contact us today so we may begin working together towards achieving all of YOUR financial goals!