# Brady Wealth Management - **Website:** - **Primary alias:** `bradywealthmanagement.com` ## Description Brady Wealth Management is a financial planning and investment services firm serving families in East Texas, with more than 20 years of industry experience. Led by Justin Brady, the firm helps clients bring investments, taxes, retirement income, and estate considerations together in a coordinated plan through its Cornerstone Method™. Its offerings include the Cornerstone Plan for people aged 50–70 who are approaching retirement, and the Cornerstone Legacy Review for retirees aged 70 and above. Services include investment management, tax-coordinated planning, retirement income planning, 401(k) advisory, rollover and IRA management, and coordination with estate planning professionals. The firm also works with a professional CPA firm to align investment decisions with clients’ tax situations. Brady Wealth Management’s process begins with reviewing clients’ financial documents to identify gaps and opportunities, then developing a coordinated strategy and providing ongoing monitoring with four dedicated touchpoints each year. The firm offers a complimentary, no-obligation Cornerstone Plan and a free introductory call. Brady Wealth Management is based in Nacogdoches, Texas. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [instagram](https://instagram.com/bradyweathmanagement1) - [youtube](https://youtube.com/channel/UCt7h3-FSecDsf92R-Ag5yAA) - [facebook](https://facebook.com/share) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idredY6hnb/w/500/h/471/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1727206014590) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Twine | #c9a05f | accent | | Blue Zodiac | #0f3557 | dark | | Black Squeeze | #f0f6fa | light | --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._