Braeburn Wealth Management
OUR MISSION is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client. OUR VISION is to positively impact the lives of our clients and be considered the number one trusted advisor in their lives; and be recognized as a leader in the community for wealth management. OUR COMMITMENT TO OUR CLIENTS is to 1. Focus our efforts entirely on helping our clients achieve their goals and objectives. Conduct all of our business in an ethical and transparent manner. Understand client goals and objectives, and what is important in their lives. Continue to be the most educated and committed investment professionals that we can be.
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Verified contacts
8
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DP
Dimitri Poland
Associate Wealth Advisor · Finance & Accounting
EmailPhone - MA
Michael A Poland
Owner Financial Advisor · Finance & Accounting
EmailPhone - CM
Caitlyn Mouw
Director of First Impressions · Operations
EmailPhone - CP
Cade Poland
Social Media Manager · Advertising & Marketing
EmailPhone - LM
Logan Metcalf
Associate Wealth Adviser · Finance & Accounting
EmailPhone - MM
Matthew Maron
Intern · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Braeburn Wealth Management
6 distinct titles indexed · top 6 shown.
- 2social media manager
- 1associate wealth adviser
- 1associate wealth advisor
- 1director of first impressions
- 1intern
- 1owner financial advisor
Sign up to unlock all 8 contacts at Braeburn Wealth Management
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