Confident With Your Investments? Let’s Make Sure You’re Not Missing Anything.

You’ve built your portfolio. But are you optimizing for taxes, retirement income, and risk? Let’s work together to tighten up the edges of your plan — without taking over.

Here’s how Brady Wealth Management helps self-directed investors:

*   One-time or ongoing financial plan reviews
*   Retirement income and withdrawal strategies
*   Tax efficiency (Roth conversions, capital gains planning)
*   Risk assessment and portfolio alignment
*   Estate planning and insurance guidance
*   Optional investment management if/when you're ready

Who This Is For This is perfect for you if:

*  You enjoy managing your own investments
*  You’re looking for guidance without giving up control
*  You’re preparing for retirement or want more peace of mind
*  You want professional help to spot blind spots or hidden risks