Bradford Nelson

Bradford Nelson’s financial career spans over 25 years with broad experience, including focus on fundamental wealth building and management strategies that leverage the safety and reliable performance of insurance based instruments. Additionally, Brad led marketing and capital introduction for an offshore alternative asset fund, raising over $100,000,000 from “absolute return” institutional investors in New York, London, Geneva and Madrid.

The chartered discipline of those managers was to compete favorably with the long term performance of the broad indexes, without direct correlation to their volatility. In other words, steady, reliable, performance that held fast when the indexes were down. That experience distilled in Brad the value of intelligent application of safe, fundamental financial products, managed with discipline and complete transparency.

On March 8, 2024, Brad survived emergency open heart surgery to repair an aortic dissection, a tear in the aorta where it leaves the heart. Most cases of aortic dissection do not make it to the hospital alive. Brad recalls, “The surgeon came out and said, “Brad, this isn’t a good day for you. You’ve had an aortic dissection and I give you a 50/50 chance.” “Of what?” “Survival.”’ Recovery was difficult for a few months but Brad is back to hiking, biking and fishing, and spending time with family. That experience has strengthened Brad’s conviction that time is a gift not to be squandered: to prepare, and care for the future of the people we love.