Brady Family Wealth, LLC

Brady Family Wealth serves individuals (including high‑net‑worth clients), families, foundations, pension and profit‑sharing plans, trusts, estates, corporations and other business entities by providing investment and wealth management, financial planning and consulting, selection of independent managers, and both fiduciary and non‑fiduciary plan sponsor services. The firm operates on a fee‑only, percentage‑of‑assets model and generally requires a $1,000,000 minimum for investment management, with exceptions made at the firm’s discretion.

The firm offers both discretionary and non‑discretionary portfolio management and constructs tax‑aware, risk‑adjusted asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative or held‑away investments. Brady Family Wealth’s process includes an initial and ongoing assessment of cash flow, risk tolerance and time horizon, coordination with clients’ tax and other advisors, and services such as tax‑loss harvesting and retirement plan consulting.

An uncommon operational feature is that Brady Family Wealth sponsors a wrap fee program, offering a bundled advisory and trade‑execution option alongside its standard AUM‑based engagements. As of December 31, 2025 the firm reported approximately $259.8 million in discretionary assets and $52.9 million in non‑discretionary assets (about $312.7 million total), and it continues to provide employee benefit plan advisory services while operating as a family‑owned adviser.