Awards
AdvisorHub 2026 Next Gen Advisor to Watch
Jeff Bradanini has been named a Next Gen Advisor to Watch by AdvisorHub. Jeff was ranked #1 in Connecticut, and #28 nationally.
Forbes Best-In-State Wealth Management Team 2026
Heger & Bradanini Wealth Advisory Group has been named to Forbes 2026 Best-In-State Wealth Management Teams List.
Forbes Best-In-State Wealth Management Team 2025
Heger & Bradanini Wealth Advisory Group has been named to Forbes 2025 Best-In-State Wealth Management Teams List.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Retire Confidently
You’ve spent your whole life working and building your nest egg. Now it’s time to put your assets to work so they can generate income for your retirement.
The Value of a Trusted Advisor
We know the process of financial planning — setting goals, forming a financial plan, and making adjustments along the way—can seem a bit intimidating. It’s easy to sometimes feel uncertain, overwhelmed, or simply not sure where to begin.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Designations
Accredited Wealth Management Advisor℠
Jeff Bradanini holds the AWMA® designation.
Certification for Long-Term Care®
Jeff Bradanini holds the CLTC® designation.
Accredited Asset Management Specialist™
Pete Heger holds the AAMS® designation.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.