We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You've worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
All investing involves risk, including the possible loss of principal. Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.
All investing involves risk, including the possible loss of principal. Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.
Services
Stephanie is a graduate from Trine University with a degree in Business Management. She has experience in customer service and is passionate about helping clients. She hopes to learn a lot and begin developing her career, along with building lasting client relationships during her time at Braun Wealth Management Group.
Today, time is as valuable an asset as personal wealth. Between business, family, and community involvement, most people just don't have the time it takes to properly manage their assets. That's why we think hiring Braun Wealth Management Group, LLC makes so much sense. Since 1978, Mr. Braun has made it his business to help clients make the most of their resources.
We work hard to serve our clients' best interests through careful planning and transparent actions. When working with us, you'll know the reasons for our recommendations and any fees associated with them. You'll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email - whichever works best for you.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms. Putting Your Nest Egg in Three BasketsFull House: Adult Children Coming HomeIncome Investors May Find Closed-End Funds on SaleYour Business: Could You Benefit from a Roth Conversion in 2020?
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Dennis Psota
Feb 03, 2022
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