Meet the D.K. Brede Team
Led by Debra Brede, our team delivers investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities. Every recommendation we make depends on a client's individual needs.
In her book, You’re Retired...Now What?, she shares some of her established financial philosophies and advice on making your money work for you during retirement. Developed from a lifetime of industry experience, her wealth management strategies put your values first, pursuing a positive impact for you, your loved ones, and the world.
Our Services
We offer an individualized approach to wealth management built upon a deep understanding of your life and goals.

Investment Management
There’s more to you than your investor profile. We craft your unique investment strategy with care, attention to detail and your life in mind.

Wealth Management
Your financial plan will reflect your overall objectives, as well as specific goals we decide upon for each of the six areas that make up a comprehensive wealth management plan.
Awards & Recognition
Debra K. Brede has ranked among the industry’s top advisors.