Our Primary Purpose
Welcome to BRUNER Wealth Management, LLC, where we help you Manage the Predictable to Navigate the Unpredictable.
We pride ourselves on providing individual attention. Our systematic approach allows us to answer questions and explain matters in simple, clear terms that everyone can understand. We believe in big picture thinking with a detailed plan. Our big city experience, with world-class products and resources, coupled with our tailored boutique firm methodology, delivers a unique and satisfying strategy to realize your individual objectives.
BRUNER Wealth Management, LLC holds its roots firmly in Truth, Perseverance and Integrity. We believe in -- and strive to build -- long-term relationships and welcome the opportunity to serve you. You will have someone to turn to for the smallest questions or the largest decisions … all in an informal, warm, comfortable setting.
We look forward to meeting with you!
BRUNER Wealth Management, LLC (BWM) was founded on the premise that all clients deserve a dedicated investment professional who listens to their needs and provides unbiased investment advice. We believe it starts with a conversation, one that builds a relationship with you to determine your starting point and to help you reach your desired destination.
Many financial service firms focus solely upon your money… how much do you have now, and where can you invest it. At BWM we feel the real questions address how you want to live your life and how your money should support those aspirations - for you, your family, and perhaps your community or charities. As an independent firm, we are always focused on the client’s needs first. BRUNER Wealth Management, LLC is not captive to any product line or investment issuer.
Our holistic approach is designed to give you a better understanding of your financial picture today and peace of mind for tomorrow. At BWM we understand that the financial world is perilously evolving. We know the financial challenges you face are ever changing too. We will take the time to learn about you and your unique financial and life goals.
What if the retirement plans in your head, the one that you believe to be true turned out not to be true… When would you want to know? Our advanced process starts by analyzing your current situation and then projects the outcome if nothing is changed. This provides an objective basis, allowing you to confidently choose the most effective financial path to navigate your life's journey. When you have the guidance of a well-qualified advisor who genuinely wants to help you reach your goals, you can rest assured that you're headed in the right direction.
A Checklist for When a Spouse or Parent Passes
Earnings for All Seasons
Managing Money as a Couple