Broker Check


How We Work

At BRUNER Wealth Management, LLC, we offer a wide range of products and services to assist you in creating a sound financial strategy for the days ahead.

We are an independently owned financial services firm. This allows us the freedom and ability to use a variety of financial strategies that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added value, we also work with local accountants, estate planning attorneys and other professionals, helping you to coordinate your financial matters.

Retirement Income Strategies

Fixed Annuities*

Fixed Index Annuities**

Variable Annuities

Fee-Based Investments



Brokerage Accounts


Alternative Investments

Financial Planning

401(k) Planning

403(b) Planning

Pension Planning

Profit Sharing

Defined Benefits

Tax Preparation

529 College Savings Strategies

Estate/Legacy Strategies

Term Life Insurance

Whole Life Insurance

Single Premium Life Insurance

Universal Life Insurance

Fixed Index Universal Life Insurance

Long-Term Care Insurance

Additional Services

Visual Help

Unique Services for Women

Notary Services

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurer.

**Fixed Index Annuities are designed to meet long-term needs for retirement income, guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries. Guarantees are backed by the financial strength and claims paying ability of the issuing insurer.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (717) 285-3344