Bradley J May

Our sole focus: build a team of ambitious problem-solvers who are inspired to challenge the status quo in our work, and do so by applying tactical and creative thinking by empowering individuals and families with the freedom and flexibility to achieve their financial goals through personalized unique, robust, and comprehensive planning and guidance.

We are focused on helping our clients arrive well-positioned for the big moments in life. To us, that requires analysis, planning, wealth management, and calculated insurance strategies.

Offense matters. Defense matters. The big picture matters, and so does every last detail. We are in the business of staying current, calling plays in advance, and stress-testing everything we put our name on.

Our services are tailored to affluent individuals and families both locally and nationwide. I genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner.

Finally, I believe that our relationship with the Northwestern Mutual Wealth Management Company affords our clients something unique: access to the resources of one of the leading financial institutions in the country, coupled with all the advantages that can only be provided by a boutique wealth management firm.

To our clients: Thank you. It’s a privilege to serve you and your families.

To anyone new to working with our team: Thank you for the opportunity to play a role in your life. We look forward to connecting.

We are here and ready to listen. 

I can be emailed directly by clicking here.