Transform your financial future with our multi-generational family team. Professional CFA® and CFP® expertise combined with exceptional service to secure your family's wealth for generations.
Our multi-generational approach ensures your wealth strategy evolves with your family's changing needs and goals.
Brady Family Wealth represents the rare combination of professional expertise and family values, delivering exceptional wealth management services across generations.
We understand that wealth management is deeply personal. Every decision impacts your family's future, and we approach each relationship with genuine care and understanding.
Our concentrated expertise in wealth management allows us to deliver superior results. We focus on what matters most: your financial success and peace of mind.
Excellence isn't just our goal—it's our standard. From our professional certifications to our client service, we consistently exceed expectations in everything we do.
Our multi-generational team brings together decades of experience with the highest professional certifications in the industry.
Our team holds both Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations, representing the gold standard in investment management and financial planning expertise.
Advanced investment analysis, portfolio management, and ethical standards
Comprehensive financial planning, tax strategies, and retirement planning
Professional portfolio construction and risk management
Comprehensive strategies to preserve and grow wealth
Multi-generational wealth transfer planning
Strategic planning to reach your financial objectives
Our broad and deep expertise across CFA® and CFP® domains ensures every aspect of your financial life is expertly managed.
Professional portfolio construction using institutional-grade strategies and risk management techniques.
Comprehensive financial plans that align your resources with your life goals and values.
Strategic retirement income planning to ensure your golden years are truly golden.
Advanced tax strategies to minimize your tax burden and maximize your wealth accumulation.
Sophisticated estate planning strategies to preserve wealth for future generations.
Comprehensive insurance and risk management solutions to protect your family's financial security.
Experience the difference that multi-generational expertise and professional certifications make in your wealth management journey.
100% Satisfaction Guarantee: We're so confident in our approach, we guarantee you'll see measurable progress toward your financial goals within 90 days.
Ready to begin your wealth transformation? Our multi-generational team is here to guide you every step of the way.
1601 South Brentwood Blvd, Suite 800
Saint Louis, MO 63144
Multi-generational family team with deep expertise
Professional CFA® and CFP® certifications
Exceptional service and client experience focus
Broad and deep expertise across all financial domains
Values-driven approach: Empathy, Focus, Excellence
Schedule your complimentary consultation today and discover how our multi-generational expertise can transform your financial future.