Private Wealth Management

Building on a rich history

Bruderman Asset Management, LLC is an SEC registered investment advisor that manages more than $1 billion in client assets. We focus on the whole client, not just his or her investable assets. Built upon a strong history of managing wealth, the advisors at Bruderman customize, manage, and execute holistic solutions for ultra-high net worth individuals and families. 

Wealth Planning & Family Office

Investment insights without limits

Our goal is to build and deliver customized wealth strategies that are aligned with a family’s vision and aspirations. In order to create an integrated wealth management solution for clients, we offer financial planning services, trust and estate advisement, as well as management services for investments and insurance. Our processes are designed to optimize these financial disciplines and deliver a personalized wealth management experience to each client.

Drawing on our vast expertise, we actively collaborate with our clients to tailor our resources to meet their specific needs through an in-depth financial planning process. Our financial planning solution provides direction, clarification, and context to our clients’ financial lives.

 

Private Wealth Management Team

ANDREW J. LEBLANC

MANAGING DIRECTOR

MICHAEL L. MURPHY, CFA

CHIEF INVESTMENT OFFICER

KAREN J. WINFREY

SENIOR ASSOCIATE

MILES J. EDWARDS, ESQ.

CHIEF COMPLIANCE OFFICER

BrokerCheck® by FINRA

 
JAMES M. BRUDERMAN

PRESIDENT

OLIVER PURSCHE

VICE CHAIRMAN &

HEAD OF WEALTH MANAGEMENT

 

PRESS

ROOM

View the latest news our Investment Banking division,  Bruderman Brothers. If you are a member of the media and would like to speak with a Bruderman executive, please contact:

 

Oliver S. Pursche
opursche@mjbc.com 

Yahoo Finance - Aramco gets $100B demand for debut bond

April 09, 2019

Yahoo Finance - Practical ways to address rural revitalization

April 09, 2019

Yahoo Finance - Bank of America raising minimum wage in 2 years

April 09, 2019

Yahoo Finance - Big tech getting grilled on Capitol Hill

April 09, 2019

1 / 5

Please reload