Sharper services

The Bramson Wealth Group offers:

Successful retirement plans. As humans live longer, there’s a growing concern about outliving your money. A well-prepared retirement plan identifies the amount you need to save for a long, enjoyable retirement as well as the strategies to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital.

In-house financial experts. In collaboration with the Richardson GMP Tax & Estate Planning Team, we’ll ensure you have all the guidance you need related to legal, estate planning, tax planning, insurance, philanthropic, and succession issues. 

We maximize returns within each individual’s risk parameters. Your comfort is our top priority; we always make recommendations within the compass of your individual risk tolerance and preferences.