Bradley C. Van Vechten, CFP^®

I am the Principal and founder of Private Wealth Management Solutions, LLC - (PWMS). My belief is that good financial planning does not have to be complex or confusing. PWMS specializes in assisting individuals and their family members as well as small to mid-size businesses with their financial needs. As a fee-only financial advisor, I do not “sell” financial products, I offer services based on either an annual fee (Wealth Management) or an hourly basis (Financial Planning), which will be determined by your individual needs. As a Registered Investment Advisor (RIA), I am committed to my clients and to the standards set forth by law to provide guidance and advice to my clients that are in your best interests and not compromised in any way by commissions or financial incentives. I am completely focused on providing the best solutions for you, your family, and your employees and I abide by the Fiduciary standards required by law. I earned my Bachelor’s degree in Business Administration (Management) from San Jose University and a Certificate in Personal Financial Planning from the University of California at Berkeley. I am a United States Sailing Association Certified Powerboat & Sailing Instructor and I love tennis, cycling and current events.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances