Increasing your family’s wealth

Jason Braatz, CFP®, President, Braatz Wealth Advisors

“It’s so important to talk directly to clients to let them know we’re not just paying attention to the markets – we’re paying attention to their lives as well”

After 20+ years working as a wealth advisor, Jason Braatz has identified one of the most rewarding aspects of his career: his relationships with clients.

“When people think about wealth advisors, they often think we’re just focused on the numbers,” he says. “Your money and your investments are just a tool to achieving the kind of life you dream of.” With that in mind, Braatz works to help clients understand how to make money work for them and how to stay on track, even when life throws obstacles in the way.

Braatz, who is the president of Braatz Wealth Advisors of Pine Valley Investments (PVI), started his career at Morgan Stanley and later transitioned to PVI in an effort to provide his clients unbiased fiduciary advice. Under PVI’s structure, his earnings are fee-based and mirror his clients’ portfolio performance, aligning goals and ensuring there’s only genuine care and advice provided. This year, PVI was recognized by USA Today as one of the nation’s best financial advisory firms. 

“With Pine Valley Investments, we can work with a large variety of institutional partners – including Schwab, Raymond James, LPL, Goldman Sachs,” says Braatz, who specializes in income generation and asset management for investors, retirees and business owners. He has also developed a specialty working with the unique needs of professional athletes. “We are equipped with the latest technology, resources and trading acumen to ensure we offer nothing but the best to our clients.”

Braatz understands that many people hesitate to see a wealth advisor because of the fee structure, but he stresses that his fee is entirely tied to how well he manages his clients’ investments. “If my client’s portfolio doubles in value over 5 years, my pay is going to double,” he says. “If their portfolio goes down, my pay goes down as well. I’m working solely on what’s in the best interest of my clients.”

“It’s so important to talk directly to clients to let them know we’re not just paying attention to the markets – we’re paying attention to their lives as well,” adds Braatz, who is married to Dr. Monique Braatz, a dentist in Medford. They have two daughters.

If you’re wondering about your advisor’s pay structure, experience or risk mitigation techniques, it may be time for a conversation, Braatz says. Financial futures deserve thoughtful strategies, and the team at Braatz Wealth Advisors understands the significance of that. 

“We want clients to know we’re not just paying attention to the markets – we’re paying attention to their lives as well.” 

Providing

• Private Client Group
• Investment Management
• Trust Administration & Estate Planning
• Qualified Retirement Plans
• Investment Banking
• Additional Network Opportunitiesg

jbraatz@pinevalleyinvestments.com
M: 609-206-6370 O: 856-334-8260
braatzwealthadvisors.com