Investments

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Investments

Inflation, unexpected expenses, once-in-a-lifetime travel opportunities… Predicting the unpredictable is impossible. That’s why it may be prudent to have a certain amount of your nest egg in investment products.

Investing involves risk, and there are no ways to guarantee that you won’t lose money, but having a certain portion of your assets in the market gives you the opportunity to build on your existing wealth. Over time, that growth potential could help you offset the effects of inflation and other factors that erode the purchasing power of your assets — assets you may be counting on to see you to and through retirement.

From stocks and bonds to mutual funds and retirement accounts, we welcome the opportunity to help you figure out where investment products might fit in your overall financial strategy.
Licensed for Insurance in California, Nevada, Oregon and Arizona.  
 

Do you know the Risk in your Portfolio? Is it in line with your actual Risk Tolerance? Find out here: 

 

Strategies for Your Financial Future

To schedule a time to discuss your financial future and your financial strategy, contact us at erin@bradywealthmanagement.com or call us at (805) 845-4847. Licensed for Insurance in California, Nevada, Oregon and Arizona.  
We have offices in Santa Barbara, Ventura, Pasadena and Los Angeles to meet with you by appointment. Proudly Serving California for over 22 years.
Investment advice offered through Virtue Capital Management, a SEC Registered Investment Adviser firm. 

Have Questions for
Brady and Erin?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Brady Wealth Management Insurance and Financial Services, we can offer you the following products and services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Wealth Management

Asset Protection

Annuities

Life Insurance

Investments

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Can your portfolio handle the stress of retirement? - Your Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brady Schmidt, Erin Schmidt or Brady Wealth Management Insurance and Financial Services is stated or implied.

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