Multi-Generational Wealth Management in Cleveland, Ohio
We serve as builders, keepers and stewards of multi-generational wealth for substantial families and the businesses, trusts and endowments they have created. We advise, consolidate and simplify your financial life providing you with peace of mind and confidence in your financial future.
We provide fee-only financial planning services along with fee-only investment supervisory services. We work best with families that are looking for an advisor to direct the investment of their assets and are willing to move investment accounts to our preferred custodian: Fidelity Investments.
Benefits of Working With a Fiduciary
Your family's personal financial needs, goals and objectives are unique and our advice is tailored to meet your family's unique circumstances. We will educate you so that you always understand the advice you are given. You and your family will understand your unique financial situation and the future consequences of the decisions you make. Staying informed as you work towards your family’s goals and objectives increase your chances of achieving them. To track your goals, we will measure your progress compared to your unique goals and objectives, not against a market index.
You can sleep at night knowing that you are working in partnership with a team of professionals who understand your unique needs and situation and are dedicated to helping you achieve your personal objectives. When you leave the planning to us, you and your family can enjoy an enhanced sense of security and a more fulfilling, purpose-filled life.
How to Tell If We're a Good Fit for You
As your advisor, we want to get to know you and continually keep in touch. We tackle the day-to-day financial decisions so that you are free to do the things that matter most to you. We take a long-term management style towards your assets by keeping costs low while still having your assets invested in a sophisticated, state-of-the-art, pension-quality program. Our Approach to Disciplined Asset Management™ (ADAM®) instills confidence in us and how we manage your money.
If you want to make sure that the advice you receive is free from bias, that your advisors are not compensated from product commissions, loads or sales charges, and that your advisors are not affiliated with the products they recommend - then Michael Brady & Co. is a good fit for you.