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Braver Wealth Management, Inc.
       
 
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Braver Wealth Management, Inc.
 
 
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Braver is anchored by its public accounting service team that advises and supports companies in a diverse range of industries, not-for-profit entities and high net worth individuals.

We provide a broad range of services to solve a variety of client needs. Our capabilities include audits, reviews, compilations, tax planning and preparation, management advisory, forensic accounting, litigation support and other accounting services or agreed-upon procedures.

Braver serves organizations throughout New England, across the country, and around the world through membership in of MGI, an association of more than 200 like-minded independent auditing, accounting and consulting firms operating in 70 countries throughout the world. In effect, we offer the personal service of a local firm along with resources similar to the largest accounting and consulting firms.

Braver PC is registered with the Public Company Accounting Oversight Board.

Braver Business Strategies is a management consultancy for small- and medium-sized companies who are experiencing any number of business challenges. Individually, we are successful second-career business professionals with proven track records.   We know what it’s like to be in your shoes because we’ve owned our own businesses or worked in Fortune 500 companies at an executive level. We leverage our collective experience and skill sets to benefit you and your business.

Our mission is to help you create sustainable and transferable value from your business. Through years of experience, we know it is our step-by-step guidance on how to organize your business effectively and improve its financial performance that is the key. That is why we stay with you through the entire process. We won’t let you fall off track and we won’t leave you stranded –we guarantee it.

Braver Wealth Management offers a one-stop-shop for all of your financial needs. Often clients tell us that they value our ability to handle every part of their financial lives through our broad service offerings in financial planning, asset management, family office, tax planning and preparation and business valuation.

We manage $400 million of clients’ assets and work on a fee-only basis; we sell no products and receive neither referral fees nor commissions.

In addition to traditional asset allocation, our unique “wealth preservation” investment programs are designed to achieve market-like returns with significantly lower risk. We are not your typical “buy and hold” investment manager and we believe that downside protection is as important as upside gains.

When you work with us, you can be certain that you are receiving an objective, results-oriented approach and that we will always do what’s best for you.
Overview: 

We are different — we don’t just “buy and hold.” We respond to market conditions with action. We utilize a disciplined, risk-controlled investment approach that works to maintain capital even in down markets.

Most clients come to us having already created or inherited their wealth. They are more interested in downside protection than in taking on excess risk in order to capture the maximum upside. Many investment advisors encouraged their clients to “stay the course” and remain fully invested in the bear markets of the early and late 2000s. As a result, significant wealth was lost. We “buy and hold” when it makes sense, but we move money to the safety of cash when markets are trending down.

We want our clients to maintain and grow their wealth, not lose it to the vagaries of the market.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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