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Welcome to Brugger Wealth Management!

brugger team 2025

“Our mission is to help our clients preserve and enhance their wealth through determining the right solutions that complement their personal and professional goals.”

We use a common sense approach and a value investment philosophy in recommending Professional Money Managers with Disciplined, Conservative Portfolios.
We work closely with our clients and go beyond merely doing things right. We strive to develop long-term relationships based on trust and respect.

“Realize your Financial Potential…
Build, Preserve and Protect your Wealth…
Discover Peace of Mind and Achieve Life’s Goals”

RECENT ARTICLES

The Hidden Role of Luck in Building Wealth

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If …

Smart Tax Tips for Small Business Owners

Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client …

When Retirement Savings Meet Healthcare Realities

Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. …

SERVICES

financial plan,money,peace of mind

Your Legacy

You have worked all your life and saved for retirement. What other planning work could...

financial plan,money,peace of mind

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start...

financial plan,money,peace of mind

Retiree

During the last market downturn a few years ago, retirees who had all their assets in...

financial plan,money,peace of mind

Your Child's Education

First you were putting on their diapers. Then you walked them to their...