Welcome to Brugger Wealth Management!

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


Mutual Funds Provided Through FundEX Investments Inc.


How we help