Bruderman Private wealth

Joseph Bruderman is a financial advisor at Bruderman Private Wealth with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. He is also the president and CEO of Investegrity LLC, a registered investment advisory firm where he manages client assets and financial planning as the sole employee. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm uses a holistic approach to align asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term goals, employing a range of investment strategies including concentrated equity, income, ETFs, and private placements.

Robert Bruderman is a financial advisor at Bruderman Private Wealth in Las Vegas, NV, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. Outside of his advisory role, he serves as Managing Member of IconTrust, LLC, a Nevada-chartered trust company. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management and comprehensive financial planning services. The firm employs a customized wealth management approach that integrates asset allocation with tax, estate, and cash-flow planning, utilizing a range of investment strategies including concentrated equity, income, ETFs, and private placements.

James Bruderman is a financial advisor at Bruderman Private Wealth with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gary Goldberg & Co., LLC, and Bruderman Asset Management. He was also involved with Imagine Everything, LLC for five years. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management, managed account strategies, and comprehensive financial planning. The firm focuses on a customized wealth management process that integrates asset allocation with clients’ cash flow, tax, and estate planning needs.