Bradford Nelson

Bradford Nelson’s financial career spans over 25 years with broad business experience, including focus on fundamental wealth management strategies built on the reliable foundation of insurance based instruments. Brad also 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.

Brad applies that approach to the needs of owners of businesses of all sizes with the intelligent application of safe, fundamental strategies, managed with discipline and complete transparency. Additionally, Brad has secured over $20,000,000 in early stage capital for several growing tech companies.

Brad is noted for quickly apprehending the challenges and opportunities of business owners. Brad’s purpose is to help his clients protect and grow their assets with particular focus on creating tax-free, lifetime income streams.

In his personal time, Brad enjoys road biking, mountain biking, fishing and producing some of the best smoked brisket anywhere. Most of all, Brad enjoys time with his family.