Brad Wilfong
Your Goals and Dreams, Our Guidance
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Serving Clients Nationwide
Your Goals and Dreams, Our Guidance
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Brad Wilfong
Brad Wilfong is devoted to understanding the needs and goals of clients as unique individuals. He provides targeted, comprehensive financial advice to help create a lasting strategy towards achieving client objectives. He is a strong believer in educating and providing resources to clients to assist them in making informed financial decisions.Brad enjoys helping clients achieve successful financial outcomes with in-depth planning. He works with many business owners in managing their 401k plans, business exit strategies as well as executive stock options.
Prior to joining the BR Wealth Management team in 2013, Brad worked as a Financial Specialist with U.S. Bank where he gained experience in the banking and financial industry.
Brad is an Idaho native and a University of Idaho graduate (Go Vandals!). Outside of the office, he enjoys spending time with his wife Catharine, son Lucas and their two dogs, Zeke and Stella. Brad enjoys taking in Idaho’s great outdoors chasing his son around, playing golf and making some turns on the slopes.
Primary Location
380 E. Parkcenter Blvd, Ste. 205 Boise, ID 83706
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above for multiple ways you can get in touch to schedule an introductory call or meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About BR Wealth Management
BR Wealth Management is a Boise, Idaho firm that helps families across the country to craft tailored, tax-efficient plans for retirement income and multi-generational wealth transfer.You are well worth it
Our focus is centered around putting the client’s needs first, and we go the extra mile to engage them and understand their needs. It seems like a no-brainer, but at our core, we care about doing what’s right for you. This means we are committed to always being transparent and flexible as we deliver comprehensive, objective advice and solutions tailored just for you.
Conversations like you have never heard
It is only natural to begin our relationship with a conversation where we ask key questions that stretch beyond investments and dig deep into your financial goals, obstacles and preferences. The conversation then turns into action when we build comprehensive, goal-based plans that are tailored to your total financial picture. You are kept completely involved in the decision-making process while we provide transparency on pricing and value.
A high value on service and experience
Our commitment to serving your financial needs is a consistent priority, and is built on promptness and professional attention. Our knowledgeable and informed team comes complete with expertise and insight on countless wealth-related issues. We promise to have ongoing dialogue to keep you on track toward your financial goals, while allowing for necessary flexibility as markets or your needs change.
Education
University of Idaho, Advertising, Business & Economics
Hobbies and Interests
- Family
- Golf
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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