Brady Wealth Management
Brady Wealth Management brings every piece of your financial life into one coordinated plan — so nothing falls through the cracks and nothing is left on the table.
We specialize in working with individuals and families within 10 years of retirement — typically ages 55 to 70 — who want more than just an investment account. You want a real plan. A team that coordinates everything. And an advisor who stays proactively involved all year long — not just when the market moves.
Three steps. One clear plan.
We start by looking at the complete picture — your investment statements, bank statements, and tax returns — to identify gaps, inefficiencies, and opportunities most advisors never find. Most people are surprised by what we uncover. This is complimentary and comes with no obligation.
We build a plan that connects every piece of your financial life — investment strategy, tax planning, retirement income, 401(k) advisory, and estate coordination. We partner with a professional CPA firm so your investments and your taxes are always aligned. No more siloed advice from people who don't talk to each other.
This isn't a set-it-and-forget-it relationship. We monitor your plan continuously — including workplace 401(k) accounts — and proactively reach out when something needs attention. You'll always know where you stand.
One coordinated team. Every piece of your financial life.
Thoughtful, long-term strategies designed to grow and protect your wealth based on your specific goals and timeline
We partner with a dedicated CPA firm to align your investment decisions with your tax situation — from Roth conversions to retirement income sequencing to Social Security timing
Create dependable, sustainable income so you can retire with confidence and never wonder if the money will last
We can monitor and provide investment guidance on workplace retirement accounts — reaching money most advisors can't even see
Move old retirement accounts into a unified, goal-driven plan that's easier to manage
We work alongside estate planning professionals to make sure your plan holds together for the people you love
The Rules Based Investment (RBI) method is our framework for protecting and growing your Retirement Plan.
Strategic planning to keep more of what you've earned
Every dollar in fees is a dollar not working for you
Rules-based investing prevents costly mistakes
Ignore the noise and stay the course
Proper allocation across asset classes
Rollover is just step 1. The real value? Building your retirement income plan.
Most advisors stop at the rollover. We go further — creating a comprehensive strategy that helps you retire with confidence, income, and peace of mind.
This interactive snapshot provides a real-time, consolidated view of your entire financial life—including your current assets, asset allocation, and overall probability of success.
We move beyond traditional balance sheets to provide a precise, organized analysis of your net worth, detailing how your liquid, investment, and tangible assets are positioned.
We map your retirement timeline against your specific life goals—from purchasing a second home to funding education—ensuring every milestone is clear and funded.
This detailed analysis tracks how your income, savings, and expenses flow through your retirement timeline, allowing us to stress-test your plan and generate a resilient income strategy.
If any of these sound familiar, we should talk.
You're 5-10 years out and want to make sure everything is truly on track before you pull the trigger
You've done well saving, but your advisor, your CPA, and your 401(k) have never been in the same conversation
You suspect you're paying too much but don't know what you're getting in return
You know taxes are going to be a major issue in retirement and want a proactive plan before it's too late
You have old 401(k)s, IRAs, or accounts scattered across multiple institutions and want one clear, consolidated picture
You have an advisor but haven't had anyone look at the complete picture — investments, taxes, and income — all at once
Schedule a free 30-minute call with Justin Brady and get clarity on whether your retirement plan is truly ready for what's next.
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