Investment Philosophy

We spend considerable time and effort understanding you and your preferences. We believe that our job is to deliver excellence in service and client experience, but to do so in the way that is most comfortable to you and in alignment with your goals and objectives.

When creating your custom financial plan, our team spends a lot of time listening and gaining an understanding of what is important to you, and why. We believe in transparency, and strive to help you understand your investment and financial planning options to help you achieve the desired outcome.



Investment Process

When designing your investment portfolio, we focus on the level of risk necessary to help you reach your goals, as well as the level of risk that you are comfortable living with day after day. It doesn’t matter if the plan is perfect on paper—we believe that you should feel confident in your allocations, regardless of the market cycle.

Your personal preferences drive our recommended solutions and inform the personalization of our meticulous approach to wealth management. At the core of our investment process is a desire to reduce risk, increase your confidence and position you for strategic, long-term success.



Investment Methods

Different investors have different needs. Some need growth, some need income, others need preservation of capital, and many need all three. At Wisehaupt Bray, we understand that an investor’s needs and goals change over time and throughout their life.

Our answer to many complex investment questions is: An elegantly simple solution often creates the best results.

The greatest investment methods can be mixed in the right proportions to match nearly any investor’s need. Through the use of diverse, quality solutions, we tailor each client’s portfolio to support their success and objectives.


What's My Income?

You know your net worth… do you know your retirement income?