Our clients have invested a great deal of time, energy and resources into their life's work. They are established individuals, families and businesses who have created significant wealth, both tangible and intangible.
Our strength is in our ability to provide custom strategies and solutions through personal service, integrity and unmatched expertise. Our clients enjoy the benefits of having a multi-disciplined, senior team of advisors with backgrounds in the areas of insurance, law, accounting and wealth transfer. This depth of experience and knowledge provides a highly collaborative platform that can become an effective addition to our client's existing advisory team.
As a "solutions-oriented" company, Thomas Brady & Associates has a very simple philosophy: understand what our clients are looking to accomplish and develop a plan to meet their unique objectives, regardless of whether insurance is a solution. We then work collaboratively with the client's selected advisors to finalize and implement each step of the proposed strategy.