Individuals & Families

Let a little ease in.

At Bral Niedert Private Wealth Advisors, we do financial planning and investment management in a sophisticated but straightforward way. We can help anyone who’s ready to outsource this aspect of their day-to-day to a team of experienced professionals. We offer the following specialties:

 Individuals and Families

Individuals and Families

We’ll work with you to get clear on needs, wants, and nice-to-haves. Whether you're thinking about building wealth, retirement, or leaving a legacy, we help you evaluate your options at every stage.

Physicians & Dentists

Physicians & Dentists

From residency through retirement, we’ll help you craft a financial plan that grows with you. Get strategic about debt, investing, maximizing retirement accounts, and accumulating wealth.

Professional Athletes

Professional Athletes

You have unique needs and challenges. We work with you, your family, and your team of advisors to help you make informed decisions about your money now and in the future.

Executives & Business Owners

Executives & Business Owners

We can save you time and help you manage complexities like equity awards, deferred compensation plans, and more. We’re owner-operators ourselves – we understand, and we can help.

With our partnership, managing your wealth could be easier.

We help you clarify your most important goals and put a plan in place to help achieve your vision.

Cash Flow & Retirement Income Planning

Cash Flow & Retirement Income Planning

Planning for the now and for the future. Prepare for major expenses and create a road map for your lifestyle in retirement.

Tax Planning & Mitigation

Tax Planning & Mitigation

Reduce your lifetime tax burden. We will work with you on thoughtful strategies to help you and your family keep more of what you’ve worked hard to earn.

Investment Management

Investment Management

No cookie-cutter portfolios. We’ll help you build an investment strategy that’s tailored to your goals and keeps investment expenses low so you keep more of what you make.

Estate Planning & Wealth Transfer

Estate Planning & Wealth Transfer

Plan for the next generation. We are here to guide you through how to pass your wealth on to your children, grandchildren, or other loved ones.

Executive Benefits Planning

Executive Benefits Planning

Get help navigating your unique benefits. Learn how to make each element a strategic part of your overall financial plan. We advise on deferred compensation, stock options, restricted stock, bonuses, and more.

Charitable Planning & Giving

Charitable Planning & Giving

Pass it on and pay it forward. We help you maximize the influence of your charitable gifts while managing your tax liability.

Asset Protection & Insurance Planning

Asset Protection & Insurance Planning

Plan for the unexpected. Rest easy knowing you have a plan in place that aims to protect your family and your assets.

Business Owners

Business Owners

Whether you are looking for ways to reward your key employees, transition your business to the next generation, or simply save more for retirement we are here to provide advice tailored to your needs.