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With over 30 years in wealth management and strategic financial guidance, Bradford Pine has become a trusted advisor for affluent investors. As President and Wealth Advisor of Bradford Pine Wealth Group in Garden City, New York, Brad is dedicated to offering highly personalized strategies for wealth creation and retirement planning.
Brad’s approach is characterized by providing tailored, risk-managed, and tax-sensitive investment solutions. He prioritizes a thorough understanding of each client’s unique financial goals, ensuring their investment strategies align perfectly with their aspirations. This is supported by active portfolio management and effective collaboration with other key professional advisors, such as CPAs, estate planners, or whomever else is appropriate, to provide a comprehensive financial strategy.
Away from his professional role, Brad is a devoted family man who resides in New York with his wife, Sally. His children, Abigail and Clayton, also live in New York, each pursuing their own paths. Brad’s personal interests include golf, snowboarding, and active involvement in philanthropy, notably his contribution as a Bone Marrow Donor in the fight against Leukemia.
Clients engaging with Brad and his team can expect a relationship built on trust and commitment, marked by personalized service, insightful financial guidance, and a steadfast dedication to achieving their financial goals and overall well-being.
Some of the services Brad and his team offer include:
- Bespoke Wealth Management
- 401(k) Rollovers
- In-Depth Expense Analysis
- Asset Allocation
- Business Investing & Succession Planning
- Legacy & Estate Plan Strategies
- Retirement Planning with Expense Forecasting
- College Funding
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)
Please refer to our website for a list of states in which we are registered to conduct business. Securities and Advisory Services offered through Cadaret Grant & Co, Inc., Member FINRA/SIPC.
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