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Welcome to Brugger Wealth Management!

brugger team 2025

“Our mission is to help our clients preserve and enhance their wealth through determining the right solutions that complement their personal and professional goals.”

We use a common sense approach and a value investment philosophy in recommending Professional Money Managers with Disciplined, Conservative Portfolios.
We work closely with our clients and go beyond merely doing things right. We strive to develop long-term relationships based on trust and respect.

“Realize your Financial Potential…
Build, Preserve and Protect your Wealth…
Discover Peace of Mind and Achieve Life’s Goals”

RECENT ARTICLES

5 costly money mistakes millennials make

If you’re a millennial, you’ve probably heard the usual money advice: save early, spend less, invest smart. But let’s face it—real life …

active vs passive investing your best bet

The debate between active and passive investing has been going on for decades—and for good reason. Both approaches have their strengths, but …

why everyone needs an estate plan

Ralph had always worked hard for what he owned. But after watching friends and acquaintances struggle with messy estates, he realized that …

SERVICES

financial plan,money,peace of mind

Your Legacy

You have worked all your life and saved for retirement. What other planning work could...

financial plan,money,peace of mind

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start...

financial plan,money,peace of mind

Retiree

During the last market downturn a few years ago, retirees who had all their assets in...

financial plan,money,peace of mind

Your Child's Education

First you were putting on their diapers. Then you walked them to their...