We provide independent, unbiased planning and investment advice for clients. Your needs, values, and principles are the building blocks in putting together a custom-tailored financial plan to build, manage, and spend your wealth. We'll work with you to assure your interests always come first. Our expertise financial planning and investment management help you achieve your financial goals, we help you navigate the complexities of investing.
You can focus on what is important to you and your family.
You can focus on what is important to you and your family.
Services
David Brady has served the Greenfield, MA, area for more than 28 years, providing legacy planning, insurance, and asset preservation. Before founding Brady Associates, he held positions with John Hancock and Massachusetts Mutual. Brady received his undergraduate degree from the University of Massachusetts and an MBA from Columbia Pacific, and Advanced designations from the American College in Bryn Mawr, PA.
In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
At Brady Associates Asset Management, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients' wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client's financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
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