Frequently Asked Questions

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Branning Wealth Management

Individually, we cannot be everything to everyone, but as a team, we are surely going to try. We have deliberately assembled an experienced team of advisors, each having their own areas of expertise to help ensure we can meet your planning needs no matter what stage of life you are in.

It means we use a liability-driven investing process where we first match up cash flows to projected liabilities for stability while investing the balance in a diversified, low-cost, global allocation for long-term growth. Since each investor has different financial goals, this approach requires a completely customized allocation that we refer to as your “Critical Path”. This focus on reducing your initial risk exposure differs from the traditional total return model most advisors use where they invest everyone in one of their model allocations and hope for the best.

First and foremost, we are fiduciary financial advisors at Branning Wealth Management. A fiduciary’s responsibilities are both ethical and legal - we are required to always act in the best interest of our clients. A fiduciary is expected to manage the assets for the benefit of the other person rather than for his or her own profit and cannot benefit personally from their management of assets. This is what is known as a prudent person standard of care.

We approach each of our clients with the goal of developing a Stable, Secure, Sustainable Plan. It is our belief that regardless of your situation, you cannot achieve your goals without a solid plan in place. Just like our investments, our plans are 100% tailored to meet your unique needs and goals. To create a true comprehensive wealth plan, it will require a commitment from you on the front-end to provide us the data and personal input we will need to evaluate your full financial picture.

Over the past two decades, our advisors have diligently researched and fostered relationships across the country to help ensure that we have access to world class resources for our clients. We are independent and product agnostic. The only fees we receive are flat fees for financial planning and/or an investment management fee based on your asset level. We never receive any commissions and therefore are never obligated to outside financial institutions. We believe this is the best model for putting our clients’ interests at the forefront of our business practices.

At Branning Wealth management, we understand that the basis of wealth management is the integration of the whole balance sheet including Human, Financial & Social capital to streamline a client’s life.

Absolutely, our clients are spread out across the country! In fact almost a third of our clients are not local to one of our offices. The conveniences that technology has provided in recent years allows us to service clients just as effectively remotely as in person. We even have local clients that prefer to meet from the comfort of their own home or office.