Bradley Gregory

Bradley Holdings is a financial planning firm based in New York, NY, that offers tailored planning and guidance to help clients achieve their life and financial goals. They provide services such as goals-based financial planning, tax planning, retirement planning, investment management, estate planning, private client services, and alternative investments. With a focus on True Wealth, they take a holistic approach to their clients' futures, providing dedicated attention, coaching, and advocacy throughout life's ups and downs.

Bradley Holdings believes in designing financial plans based on each client's personal idea of True Wealth, which encompasses those things money can't buy and death can't take away. Their team of wealth advisors helps clients understand their values and vision, and then creates a comprehensive plan to achieve financial freedom. They also offer estate planning, investment management, tax planning, and alternative investment opportunities to meet their clients' more complex needs. With a commitment to accountability, advocacy, and coaching, Bradley Holdings aims to help clients live life by their own design and maximize their Return On Life (ROL).

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