Recent Awards/Recognition

  • Braver Wealth Management Honored with ‘Top Guns’ Award for High Yield Strategy

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Recent Press Release

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Press Releases

Cerulli Survey Results: New Themes in Advisors’ Portfolio Strategies
August 26, 2010

This month Advisor Perspectives published the article, Cerulli Survey Results: New Themes in Advisors’ Portfolio Strategies. We’d like to share what we found interesting about this survey on advisors’ use of tactical and alternative investment strategies.

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Tax Alert: Bay State Disaster Registration Deadline Extended to June 28, 2010
May 27, 2010

Disaster officials overseeing recovery operations in the Massachusetts record-setting Spring floods announced that the registration deadline for homeowners, renters and business owners to apply for disaster assistance has been extended until close-of-business, Monday, June 28, 2010.

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Entrepreneur’s Organization – Building Business Relationships
May 1, 2010

Date: 5/4/2010
Location: Woodland Golf Club, 1897 Washington Street, Auburndale, MA
Michael F. Nolan from Braver Business Strategies, LLC will lead a group of presenters focusing on how entrepreneurs develop important business partners early in the business cycle that will serve them as they grow.  This learning event is sponsored by Cambridge Savings Bank.
Founded in 1949, Braver [...]

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Judy Ludwig and Brad Sharp Named Boston 2010 FIVE STAR Wealth Managers
April 30, 2010

Braver is pleased to announce that Judy Ludwig and Brad Sharp of Braver Wealth Management have been honored by Boston Magazine as Boston 2010 FIVE STAR Wealth Managers.

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Tax Alert: IRS has extended the April 15 tax deadline to May 11 for Rhode Island and Massachusetts
April 30, 2010

Due to severe storms and flooding the IRS has extended the April 15 tax deadline to May 11 for all of Rhode Island and the following counties in Massachusetts: Bristol, Essex, Middlesex, Norfolk, Plymouth, Suffolk and Worcester.

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Braver PC’s President and CEO, Patrick Riley, has been accepted to NAIOP’s Gavel Program.
April 30, 2010

Braver PC announced today that President and CEO, Patrick Riley, has been accepted to NAIOP’s Gavel Program.

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Full Day Seminar for the Massachusetts Chapter of NACVA
April 28, 2010

Ed Giardina is planning a full day seminar for the Massachusetts Chapter of NACVA titled A Day of Forensics.

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Braver PC Announces Steve Brown as Chief Operating Officer
April 6, 2010

Brown will leverage his extensive management expertise to lead several of the firm’s practice management functions including human capital, internal technology, finance and operations.

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Braver PC Moves to New Location in Downtown Providence
January 29, 2010

Located in the Packet Building at 155 South Main Street, the 7,400 square-foot office will accommodate the company’s recent growth and allow for further expansion.

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Kevin M. Coveney Named a Shareholder at Braver PC
January 7, 2010

Industry Professional with Audit and Business Consulting Expertise Joins Management Team.

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