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What We Do & How We Help Thumbnail

What We Do & How We Help

By Amy Braun-Bostich, MSFP, CFP®, CFS®, APMA®, CLTC®

If there’s one thing we know for certain in life, it’s that change is inevitable. And while we recognize that we will walk through different phases and reach multiple milestones, we often don’t realize the financial impact they can have on our lives. Many aspects of life are outside our control, but one thing you can control is how prepared you are for life’s biggest moments. 

That’s where we come in. Braun-Bostich & Associates is an independent, fee-based fiduciary wealth management firm that is here to help our clients simplify their financial lives and accomplish the goals they want to achieve through proactive financial planning.

Who We Are

Braun-Bostich & Associates was established in 1990 with the mission to help clients create greater financial opportunities for themselves. In doing so, they are able to transcend their notion of what is possible. 

Our goal is to provide customized advice and build long-lasting relationships with clients, guiding you to a brighter financial future and a life you can feel confident in.

What We Do

We like to say that we are here to educate, empower, and invest in you, our client. As an experienced advisory firm, we offer an independent and objective perspective to help you build wealth for the long term, tailoring your plan to your specific needs. 

With institutional-grade investment management, we provide high-net-worth individuals nearing retirement with clarity, purpose, and comfort as they enter the next chapter of life. We also work with clients already in retirement to ensure they stay on track with their long-term financial goals.

What We Offer

As a firm, we offer in-depth financial planning that includes:

  • Retirement planning
  • Cash flow planning
  • Wealth preservation tactics
  • Tax planning solutions
  • Estate planning strategies
  • Charitable giving (trust services, donor-advised funds, and foundations)
  • College funding
  • Senior lifestyle planning
  • Advanced retirement income and distribution strategies
  • Succession planning
  • Business retirement plan consulting
  • Business protection

No matter which area you want to focus on, we will provide in-depth analysis and advice. We focus on the details, so you can get back to doing what matters most: enjoying the life you’ve worked so hard to create.

Who We Serve

Our clients are high-net-worth individuals, families, and business owners either in retirement or about to retire. They appreciate the benefits of financial planning and prefer to delegate their needs to qualified financial professionals.  

Philanthropic, warm, intelligent, and thoughtful, our clients come to us looking for a trusted advisor to help them sort through and understand the myriad of self-help financial information received through the mainstream media.

Why Clients Choose Us

Clients choose us as their advisor because they know the difference is in the details. We leave no stone unturned when it comes to understanding your unique financial needs, and will take the time to get to know you, not just as a client, but as a person, so our advice can truly be detail-oriented and specific. 

Our clients trust that we know what we’re doing and that we are transparent through it all. Attentive and efficient, we always put their best interests first. We maintain:

  • Complete independence: Our guidance is based entirely on merit and we are not beholden to any third-party companies or products.
  • High ethical standards: We act as a fiduciary at all times. We have no hidden fees, incentives, or compensation that may prevent us from providing advice tailored to you and your family’s well-being.
  • Extensive experience: Our certifications and education include MSFS® (Master of Science in Financial Services), CFP® (Certified Financial Planner), Enrolled Agent (EA), APMA® (Accredited Portfolio Management Advisor), among others.
  • Boutique firm with exceptional resources: Unlike most smaller firms, we don’t just provide the personalized care of a boutique firm; we also have the resources and expertise of a much larger practice.

How We Can Help

Through our services, experience, and mission, we hope to help our clients achieve financial freedom and independence so they can have more time and resources to give to the things they most enjoy. We want you to focus on your passions knowing that we’re here to guide you through every life stage. 

Are you looking for a financial partner you can trust to help you navigate your financial milestones? If you’d like to learn more about our unique services and how we may be able to help you, schedule a free 30-minute phone consultation or reach out to us at amy@braun-bostich.com or 724.942.2639.

About Amy

Amy Braun-Bostich is founder, CEO, and private wealth advisor at Braun-Bostich & Associates, a fee-based fiduciary wealth management firm located in Canonsburg, PA. With over 30 years of experience, Amy is dedicated to serving her high-net-worth pre-retiree and retiree clients, helping them transform their wealth through customized strategies and top-notch services so they can achieve their goals and receive a new vision of what’s possible. With a goal of adding value to the lives she touches, Amy approaches each client with compassion and transparency and prioritizes building lifelong relationships.

Amy has invested countless hours into growing in her skills and knowledge to bring her clients the best advice possible for their situation. She earned a bachelor’s degree in psychology from UCLA, as well as a Master of Science in Financial Planning. She holds multiple certifications, including CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor℠, Certified Fund Specialist®, and Certification for Long-Term Care. She was named one of Pennsylvania’s Top Women Wealth Advisors in Forbes’ 2022 Best-In-State list. When she’s not helping her clients find clarity and purpose, you can find Amy reading, going on walks, and gardening. She loves to travel and spend time with her family, including her husband, two children, and two dogs. To learn more about Amy, connect with her on LinkedIn.

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