Private Wealth Management

Building on a rich history

Bruderman Asset Management, LLC, a registered investment advisor, supervises more than $1.3 billion in client assets.  Each client's needs are unique, though, so we create an investment management plan appropriate to meet the special requirements of the client and his/her family.   Our firm's account managers customize and execute holistic solutions for ultra-high net worth clients. 

Wealth Planning & Family Office

Investment insights without limits

Our goal is to provide customized wealth strategies aligned with each client family’s vision and aspirations.  We offer financial planning services, guidance for trusts and estates, management of insurance products and other family assets. Our analyses are designed to optimize several financial disciplines to deliver a personalized wealth management experience to each client.

 

Private Wealth Management Team

JAMES M. BRUDERMAN

PRESIDENT

ANDREW J. LEBLANC

MANAGING DIRECTOR

KAREN J. WINFREY

SENIOR ASSOCIATE

MICHAEL L. MURPHY, CFA

CHIEF INVESTMENT OFFICER

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