We appreciate the wonderful review from Susan! Trust is the foundation of everything we do. 💼✨ We’re proud to help our clients achieve their True Wealth and be by their side every step of the way. #TrueWealth #ClientRelationships

Congratulations to Tomas Takeuchi for passing the CFA Level 1 exam! We’re so proud to have Tomas on the Bradley Wealth team and can’t wait to see all the amazing things he will achieve. The journey is just beginning!

There's something truly special about welcoming our out-of-state clients to beautiful Scottsdale! 🌵 Your visits remind us why we love what we do—building meaningful relationships that go beyond business. #TrueWealth #ClientConnections #Gratitude

2025 is the year of being Unified, Unlimited, and Unwavering. During our annual 2025 Strategic Planning Meeting, we came together as a team to align on our goals, design extraordinary client experiences, and commit to taking Bradley Wealth to new heights. #StrategicPlanning

Celebrating Meryl’s 1-year anniversary with BW today! 🎉 Meryl, thank you for your hard work and dedication—here’s to many more achievements ahead! 🌟👏 #TeamBW #WorkAnniversary #Gratitude

Our Annual Summit with Michael Erath was all about setting purposeful goals and elevating our commitment to delivering success for our clients. A culturally aligned and dedicated team makes all the difference, and we’re ready to take on the year ahead with focus and drive.

Bradley Wealth is proud to be a sponsor of the Tax & Legal 360 event, bringing together leading experts in tax, legal, and financial planning. Join us for an opportunity to gain valuable insights that will elevate your financial strategies. #TaxAndLegal360 #FinancialStrategies

Haillie and Meryl proudly represented Bradley Wealth at the Redtail Bootcamp. As a fintech-driven firm, we are committed to continuous innovation, learning, and enhancing our client experience. #BradleyWealth #FintechInnovation #RedtailBootcamp #AlwaysLearning

The IRS just announced the new contribution limits for retirement savings in 2025. Here’s what you need to know. Stay informed and maximize your retirement contributions! #IRSUpdates #RetirementPlanning

#ReturnOnLife moment with an incredible team that lives our core values. Morning hikes keep us grounded, driven, and remind us why balance, support, and shared vision matter. #TrueWealth #TeamBuilding

Do your taxes give you a fright? 🎃 Even with significant wealth, tax planning is key to preserving and growing your assets. A solid strategy with a financial pro can help keep those tax scares away. Review your approach and avoid surprises! #TaxTerrors #FinancialFrights

School is just the start of your financial education. Master managing your money, grow your wealth, keep more of what you earn, and stay ready for the unexpected. Your financial journey is ongoing—keep learning! #LifelongLearning #FinancialLiteracy #InvestInYourself

Retirement—the golden era you’ve been saving for. After decades of building assets, it's time to draw down and live life to the fullest! 🌟 Remember, your savings aren’t just a scorecard; they’re meant to help you enjoy life. ✈️ #GoldenYears #LiveLifeFully #SavingsWithPurpose

Investing in an election year can be nerve-wracking, but history shows it doesn't affect long-term returns. A $1,000 S&P 500 investment from FDR's time is worth over $21 million today. Stay invested despite uncertainty; U.S. stocks trend up regardless of the president.

When you prioritize your mindset, the rest—investments, savings, budgeting—falls into place. Mindset over everything. #EmpoweredMindset #DiscoverDreamDesign #FinancialProsperity

Inheriting an IRA from a spouse gives you some options. It’s important to sit down with a financial professional to explore the best strategy for your situation. #InheritedIRA #TrustedAdvisor #PeaceOfMind

Michael Bradley, Founder & CEO of Bradley Wealth, will be speaking tomorrow, October 25th, at the Alternative Asset Summit in Scottsdale, AZ. Catch him from 11:15 AM - 11:45 AM at the Orange Tree Resort, Plaza Ballroom. Don’t miss out! #AlternativeAssets #ScottsdaleEvents

Our Bradley Wealth team was on the road yesterday, traveling to connect with our incredible clients in San Diego. At BW, we don’t just focus on financial returns — we’re committed to helping clients achieve their Return on Life. #BradleyWealth #ReturnOnLife #FinancialPurpose

Every financial decision you make is impacted by emotions—whether it be fear, excitement, or even guilt. Acknowledging the emotional side of money is the first step toward making better money decisions. #MoneyMindset #WealthWisdom #InvestInYourself

What does your family wealth legacy mean to you? For some, it's around the family business, for others, it's about values and impact. We’d love to hear your thoughts! Like, share, or comment below what your wealth legacy means! #WealthLegacy #FamilyValues #ImpactfulGiving