Who We Are
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.
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.