Braemar Wealth Management

  • A different kind of wealth management.

    A different kind of wealth management.

    A different kind of wealth management.

    Years of research and practice shaped a firm designed with the affluent client in mind.

Our mission and vision

Braemar Wealth Management is a boutique financial planning and wealth management firm that serves an eclectic mix of business owners, institutions, executives, affluent individuals.  The firm was built to deliver high-level, world class resources through a local, accessible enterprise.

We differentiate ourselves with our experience in providing advanced financial strategy and execution, and the quality of our relationships with investment and trading partners across the industry.

Born from a passion to solve.

Independent, insightful, and experienced, Braemar Wealth Management provides products and services in a variety of areas.

@2009-2023 Braemar Wealth Management

Securities and Advisory Services offered through LPL Financial.  A registered investment advisor.  Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact business only with the residents of the following states: AZ, CA, CT, HI, ID, NJ, NY, OR, TN, TX.

LPL Financial Form CRS