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The Braddock Group
Our Team
Our team builds relationships with a limited number of families to guide their transfer of wealth, perspective, and values through generations. Our team’s members are likeminded, yet come from different cultures, regions of the country, and most importantly, generations. This allows us to focus our practice to help families create wealth management plans that don't end with one generation, but instead act as fluid documents designed to work over decades. We believe in providing guidance that weaves philanthropy and estate planning together as this allows the family to think multi-generationally; goals become purposeful and personalized rather than simply amassing wealth.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Process
Our process begins by exploring the values, culture and perspective that makes a family unique. We believe it is critical to understand the history of a family, how it functions today, and the reasons why certain goals are held above all else.
Multigenerational Planning
Every family has different goals, needs and challenges. Our experience shows us that most family goals do not begin and end within one generation. There are values, cultures, experiences, and relationships that need to be effectively transferred through multiple generations of a family in order for specific goals to be reached.
Special Needs Planning
Special Needs Planning is a very sensitive area of financial planning due to the complexities both in terms of how assets are structured and how family dynamics drive decision making. Beyond spending the time necessary to understand a family, we believe it is vital to understand the nature of the disability, and the relationship the disabled individual has with his or her family.
Community Involvement
The Braddock Group specifically focuses on philanthropic planning and primarily works with clients who believe in the importance of having a strong community. Through our community involvement, we have been able to connect with a myriad of inspirational people and help organizations that we value grow and succeed.
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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
The Braddock Blog
The Braddock Blog
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Office Information
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