BRAD WERNER

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... We believe that relationships are at the heart of life. Therefore, our firm`s mission is rooted in this belief. We will take the time to understand what you value and help you to develop your Financial Roadmap.

Also known as: Brad Werner & Company

Primary location: Valparaiso United States