Advisor
Brad Weinberg, CFACFA®
W Bradley helps post-exit entrepreneurs through money and life transitions. We provide coaching, planning, administrative, and planning services. We provide what are traditionally family office services, including consolidated reporting, personal accounting, spend rate advisory, bill pay/capital call/cash flow admin, tax and estate planning, and investment advisory services for a flat fee ranging from $5K to $60K per year based primarily on if we're playing the role of coach or a comprehensive family office advisor. Our clients are primarily post-exit entrepreneurs with a $5M to $100M net-worth and they usually have exposure or interest in private investments (VC, PE, real estate). I built the firm that I wanted, but couldn't find, when I sold my first company 10 years ago and our philosophy is further informed by my unique experience working for an ivy league endowment, running a VC firm, and investing for 20+ years across many asset classes.
Ideal Clients
Tech Professionals
Business Owners
High Net Worth
Focus Areas
Behavioral Coaching
Charitable Giving
Life Transitions
Pricing
Flat Fee
Retainer
Subscription
$5,000 to $60,000 per year based primarily on if we're playing the role of coach or a comprehensive family office advisor and the services needed.
Availability
Accepting new clients
Credentials
CFA®
Business
W Bradley Wealth Management
Location
Oviedo, FL, United States
Meeting Options
Remote, In-Person
Languages
English
Disclaimer: This directory is for informational purposes only. Listings appear as part of a paid ProjectionLab Pro subscription. ProjectionLab receives payment only for Pro subscriptions and does not receive referral, success, or engagement fees from any listed professional. ProjectionLab does not provide financial, legal, investment, or tax advice, and does not endorse, verify, or guarantee any listed information or professional. Any engagement between an individual and a listed professional is solely between those parties. Please conduct your own due diligence before working with anyone in the directory.

Disclaimer: The content, tools, and resources on ProjectionLab.com are intended solely for informational and educational purposes and should not be construed as professional financial or investment advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. ProjectionLab makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. Effective financial planning and investment involve comprehensive consideration of a wide array of personal financial factors. The tools and resources available on ProjectionLab are aimed at helping users develop an understanding of their financial trajectory. However, they should not be solely relied upon for creating a complete financial plan. We strongly recommend consulting a financial services professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. While we endeavor to keep the information on ProjectionLab current and accurate, the content may differ from that found on other financial institutions, service providers, or specific product sites. All content and tools on ProjectionLab are provided without any guarantees or warranties of any kind.