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Braemar Wealth Management

  • A different kind of wealth management.

    A different kind of wealth management.

    A different kind of wealth management.

    Years of research and practice shaped a firm designed with the affluent client in mind.

    Years of research and practice shaped a firm designed with the affluent client in mind.

    Years of research and practice shaped a firm designed with the affluent client in mind.

Our Mission and Vision

Braemar Wealth Management is a boutique financial planning and wealth management firm that serves an eclectic mix of business owners, institutions, executives, affluent individuals.

The firm was created to deliver high‑level, world‑class resources through a local, accessible enterprise.

Our differentiation comes from deep experience in advanced financial strategy and execution, supported by the strength of our relationships with investment and trading partners across the industry.

Born from a passion to solve.

Independent, insightful, and experienced.  Braemar Wealth Management provides products and services in a variety of areas:

Financial Planning

Comprehensive planning that aligns goals, resources, and long‑term priorities.

Investment Management

Disciplined portfolio construction supported by institutional‑grade research and oversight.

Securities Brokerage

Efficient, transparent trade execution across a broad range of investment products.

Business Owner Advisory

Strategic guidance that supports the financial decisions of business owners and entrepreneurs. 

Retirement Plan Consulting

Fiduciary‑minded consulting for employers seeking clarity, structure, and participant‑focused plan design.

Legal Settlement Advisory

Structured financial guidance for individuals navigating the complexities of legal settlements.

Financial Planning


Investment Management


Securities Brokerage


Business Owner Advisory


Retirement Plan Consulting


Legal Settlement Advisory


Learn More