Braeburn Wealth Management

Financial Services - Norton Shores, MI, US

Braeburn Wealth Management Employees
Melanie Meyer

Vice President - Financial Planning, Client Service

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Sherri Balaskovitz

Director of Marketing

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Michael Poland

Owner / Financial Advisor

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Dimitri Poland

Associate Wealth Advisor

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Caitlyn Mouw

Director of First Impressions

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Braeburn Wealth Management Senior Management
Michael Poland

Owner / Financial Advisor

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Braeburn Wealth Management Details

OUR MISSION is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client.OUR VISION is to positively impact the lives of our clients and be considered the number one trusted advisor in their lives; and be recognized as a leader in the community for wealth management.OUR COMMITMENT TO OUR CLIENTS is to1. Focus our efforts entirely on helping our clients achieve their goals and objectives.2. Conduct all of our business in an ethical and transparent manner.3. Understand client goals and objectives, and what is important in their lives.4. Continue to be the most educated and committed investment professionals that we can be.

Braeburn Wealth Management logo, Braeburn Wealth Management contact details
Employees: 5 - 9
HQ: 231 720-0743
Location: Norton Shores, MI, US
Revenue: 5 - 10 Million
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