Brad joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account executive in Fidelity’s private client group, he oversaw client relationships totaling more than $1.4 billion. Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association and a ten-time winner of the Boston magazine Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA.
Five Star Wealth Manager (2012, 2013, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023)
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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC