HOUSTON, November 30, 2021 / PRNewswire / – Experienced Wealth Advisor Henri bragg, CPA, CFP®, is pleased to announce the first anniversary of Henri bragg & Cie., an independent registered investment advisor (RIA). As Director, Bragg celebrates the successful launch of his business, which offers a full range of comprehensive portfolio and wealth management services. Foremost among the responsibilities of the company as an investment advisor is the obligation to act in the best interests of its clients.
Drawing on over 20 years of experience, including five years with professional services firm Ernst & Young, and as a partner of two different investment management firms, Bragg draws on his extensive experience in areas of investment, taxation and estate planning. Henri bragg & Co. is focused on personalized services with a practical and individual approach to clients. Bragg understands and communicates the “big picture” while relating it to the client’s personal needs, goals and family values. Bragg uses specialized wealth mapping techniques to visually illustrate a client’s overall financial situation. Bragg believes that finding perspective in the complexities of each client’s individual circumstances is essential.
“As I established my career in larger companies,” said Bragg, “I saw the opportunity for a more individualized approach. The ability to serve our clients based on their specific needs and financial intricacies makes all the difference in their overall success. As a result, tailor-made plans are at the heart of our work.
In accordance with the firm’s vision and serving clients’ needs, Henri bragg & Co. offers a variety of services including portfolio management, retirement planning, trust and estate management, tax and insurance planning, charitable giving, investment education. new generation, wealth transfer design and succession planning.
“A good heritage advisor can help clients see the forest, the trees, and where the roads need to be built.” Bragg said. “People may not think about hiring a wealth advisor until something new or important happens in their life. However, it is important that a counselor helps you plan for the future, no matter what stage of life you find yourself in. We All Need Help Life is not slowing down, it is just moving forward. Not being prepared can lead to unexpected challenges and missed opportunities.
With a passion for helping people and building relationships, Bragg strives to be more than a financial advisor. Customers see him as a trusted partner dedicated to helping them get their finances in order.
Henri bragg & Co. is a member of the Alliance of Wealth Advisors and is closely supported by Forum Financial Management, recently named one of the Financial Times Top 300 Financial Advisors. For more information on Henri bragg & Co. and its wealth management services, please visit www.henrybraggco.com.
On Henri bragg & Cie.
Based at Houston, TX, Henri bragg & Co. is a wealth management company specializing in designing tailor-made investment and planning strategies for its clients. Led by the director Henri bragg, CPA, CFP®, the firm prides itself on its detail-oriented “big picture” approach, believing that perspective lies in the complexity of each client’s unique circumstances. The company follows an integrated approach to portfolio management, financial planning and risk management, working closely with clients to help them streamline their situation and capitalize on opportunities of substantial wealth. Passionate about helping people, Henri bragg strives to be more than a financial advisor. Customers see him as a trusted partner dedicated to helping them get their finances in order.
THE SOURCE Henri bragg & Cie.