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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
Established Family
Families with older children need a wise cash flow management plan..
Retiree
Careful planning can help to ensure a high income level during retirement.
Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
Single
When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
Running a Business
Running a successful business can be one of life's most rewarding experiences.

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”

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SERVICES

financial plan,money,peace of mind

Your Legacy

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

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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...

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financial plan,money,peace of mind

Retiree

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

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Your Child's Education

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

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