We believe that a targeted plan is the essential first step in achieving long-term financial goals. Whether you need to roll over a 401(k) or discuss investment strategies, our representatives will offer objective advice and create customized solutions.

BRA Investments delivers premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. Learn about our investment approach and investment management philosophy.

• Personal
• Investment Management
• Goal Planning
• College Planning
• Retirement Strategies
• Personal Trusts
• Estate Planning
• Business Succession Planning
• Charitable Giving
• Corporate/Institutional
• Investment Management
• Retirement Plan Services
• Charitable Trust Management
• Captive Insurance
• Wealth Advisors

Meet with one of our experienced advisors to develop a successful long-term financial plan.