Bradley Wealth

We are thrilled to welcome Tomas Takeuchi to the Bradley Wealth team as our new Operations Specialist! Originally from Winnipeg, Canada, Tomas recently achieved an impressive milestone, graduating Magna Cum Laude from Grand Canyon University with a Bachelor’s degree in Finance. His dedication, academic excellence, and passion for growth are evident in all he does. In his role, Tomas will collaborate closely with Jake to strengthen key operational functions, ensuring our processes remain smooth and efficient. His fresh perspective, expertise, and enthusiasm make him an invaluable addition to the Bradley Wealth family. Outside of work, Tomas enjoys staying active through fitness, watching movies, and spending time with friends. Please join us in giving Tomas a warm welcome—we’re excited to see the impact he will make in his new role!

This holiday season, we pause to reflect on the blessings of the past year and the relationships that make our journey so meaningful. At Bradley Wealth, we are incredibly grateful for the trust, support, and kindness of our clients, colleagues, and community. As we celebrate the magic of Christmas, we hope your homes are filled with warmth, laughter, and the joy of togetherness. May this season bring peace to your heart and inspiration for the year ahead. From our family to yours, Merry Christmas and best wishes for a prosperous New Year. 🎄✨ #MerryChristmas #BradleyWealth #GratefulHeart

There's something truly special about welcoming our out-of-state clients to beautiful Scottsdale! 🌵 Your visits remind us why we love what we do—building meaningful relationships that go beyond business. We're so grateful for the opportunity to connect with you in person and share a little piece of our home. Thank you for making the trip to see us, Mama G! Safe travels, and we can't wait to see you again soon. #TrueWealth #ClientConnections #Gratitude

2025 is the year of being Unified, Unlimited, and Unwavering. During our annual 2025 Strategic Planning Meeting, we came together as a team to align on our goals, design extraordinary client experiences, and commit to taking Bradley Wealth to new heights. With a shared vision and purpose, we’re ready to lead with innovation, passion, and unwavering dedication. The future is bright, and we’re excited to deliver even greater value to our clients and community. We look forward to sharing some big news in Q1! #StrategicPlanning #BradleyWealth #UnifiedUnlimitedUnwavering

Celebrating Meryl’s 1-year anniversary with BW today! 🎉 Over the past year, Meryl has brought professionalism, grit, creativity, and an inspiring work ethic to our team. She’s gone above and beyond, embracing our values and making a positive impact every step of the way. Meryl, thank you for your hard work and dedication—here’s to many more achievements ahead! 🌟👏 #TeamBW #WorkAnniversary #Gratitude

Join us at the Tax & Legal 360 Conference, happening today through Saturday at the beautiful Scott Resort in Scottsdale! Bradley Wealth is proud to be a sponsor of this incredible event, bringing together top minds in tax, legal, and financial planning. Come visit our booth to connect with our team, learn more about how we help clients achieve their financial goals, and discover the innovative services we offer. Whether you're looking for strategic insights, expert advice, or just a friendly chat, we’re here for you! We look forward to meeting you and sharing ideas that inspire growth and success. See you there! #TaxAndLegal360 #BradleyWealth #FinancialPlanning

Team BW is stronger than ever! Our Annual Summit with Michael Erath at Next Level Growth was all about setting purposeful goals and elevating our commitment to delivering success for our clients. A culturally aligned and dedicated team makes all the difference, and we’re ready to take on the year ahead with focus and drive. “Things in life pay off on results, not effort.” Harvey Mackay #AnnualSummit #BusinessGrowth #TeamSuccess

Makai recently attended the 2024 Capital Group RIA Symposium and came back with some great insights! "It was inspiring to connect with other advisors and learn about their approaches to business and portfolio management. Everyone was great, but there is no other firm doing advisory like Bradley Wealth. We are leading the way in providing immense client value, meaningful interaction and awesome team culture!" Key takeaways included: -Market outlooks and the potential role of AI -Economic policy implications on taxes, tariffs, and supply chains under a Trump presidency -Increased confidence in Capital Group’s portfolio management strategy for our own investments Excited to keep raising the bar at BW! #CapitalGroup #RIASymposium #InvestmentStrategy

Bradley Wealth is proud to be a sponsor of the Tax & Legal 360 event, bringing together leading experts in tax, legal, and financial planning. Join us for an opportunity to gain valuable insights that will elevate your financial strategies. Stop by our booth on Thursday or Friday—we look forward to connecting with you! #TaxAndLegal360 #BradleyWealth #FinancialStrategies

We'd like to wish a very Happy Birthday to Alex! Your hard work and dedication make a huge difference every day. Cheers to a great year ahead! 🥂🎂 #BirthdayCheers #BradleyWealth