Our Services

We provide fee-only financial planning services and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.

We work with affluent people of all ages and from all walks of life. Our clients receive personal attention and customized financial planning services. Whether you are growing assets for the future--or seeking to protect, enjoy, and pass on those you already have-- Broad Wealth Management, Inc. is ready to help with sound, professional advice.

Your financial objectives may include:

• Creating and preserving personal wealth
• Establishing charitable legacies
• Increasing your peace of mind
• Maximizing wealth transfer
• Minimizing the risk of financial catastrophe
• Protection against inflation
• Providing for a child's education
• Reducing tax burdens
• Securing retirement income

Our services to help you reach your goals include:

• Income and expense cash-flow planning
• Analysis of insurance needs
• Long-range and life-style planning
• Investment education and asset management
• Debt management and planning
• Retirement planning strategies
• Estate and gift planning
• Income tax planning and return preparation
• College funding strategies
• Advice on employee stock options