Braun-Bostich & Associates, Inc.
Financial Services - Canonsburg - Pa, PA, US
Braun-Bostich & Associates, Inc. Employees
Cassandra Kirby
Chief Operating Officer, Chief Compliance Officer, Private Wealth Advisor
Braun-Bostich & Associates, Inc. Senior Management
Cassandra Kirby
Chief Operating Officer, Chief Compliance Officer, Private Wealth Advisor
Braun-Bostich & Associates, Inc. Details
As a Registered Investment Advisory (RIA), Braun-Bostich & Associates, Inc. believes that implementing unique wealth management strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible.This is what Braun-Bostich & Associates does for their clients - "We provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently".
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