Our comprehensive wealth management approach frames this broad universe into six distinct modules:

     

     

    DK-Brede_retirement-planning

    Retirement Planning

    Ensure your income is sufficient to support your lifestyle in a tax-advantaged way.

    DK-Brede_estate-planning

    Estate Planning

    Preserve your assets to ensure they go to the people and causes you choose.

    DK-Brede_risk-management

    Risk Management

    Protect your assets and understand your risk tolerance.

    DK-Brede_education-planning

    Education Planning

    Anticipate and prepare for the growing cost of higher education.

    DK-Brede_tax-planning

    Tax Planning

    Minimize your tax burden to optimize your wealth. 

    DK-Brede_business-planning

    Business Planning

    Anticipate and prepare for business challenges, shareholder equity, and succession.