Brave Eagle Wealth Management

Brave Eagle Wealth Management serves individual investors — including high‑net‑worth clients — and small businesses, providing holistic wealth management, financial planning, portfolio management, and business/tax consulting. The firm reports managing roughly $72 million across about 100 client relationships and offers both project-based planning engagements and ongoing discretionary portfolio management.

The firm’s process combines active management, modern portfolio theory, and a core‑and‑satellite approach to set asset allocation, with attention to tax location (taxable vs. tax‑advantaged accounts) and client circumstances. Brave Eagle explicitly incorporates an analysis of human capital into allocation decisions and may employ alternatives and derivative strategies (including options) to hedge exposures or generate income as part of portfolio implementation.

What is distinctive relative to many peers is the firm’s documented use of derivatives within managed accounts and its regular provision of complimentary educational workshops and retirement seminars. The brochure also emphasizes integrated services beyond standard investing — including tax strategy coordination, estate and divorce planning support, and business consultation — and notes that clients may impose account restrictions (for example, excluding derivatives) if they prefer.