Will Bramblett - Broadhead Capital

Will Bramblett - Broadhead Capital Broadhead Capital - Northwestern Mutual Private Client Group | Protecting What You've Earned | Growing What You Have | Helping You Leave a Legacy |

Our team operates a financial planning practice out of North Dallas and currently works with over 400 clients across 30 states from California, to New York, down to Florida. Our clients primarily consist of attorneys, physicians, business owners, and executives. Our planning philosophy integrates risk management and investment strategy, all centered around long-term consistent results to optimize

our clients' net worth and reduce uncertainty. In other words, our goal is to make our clients' financial position bulletproof.

“The best time to start was yesterday. The next best time is now”I read this in every self-development book. I believe t...
11/14/2025

“The best time to start was yesterday. The next best time is now”

I read this in every self-development book.

I believe this to be true.

Here’s how I implement this philosophy in my life today:

• Systems.

“You do not rise to the level of your goals, you fall to the level of your systems.”
James Clear in Atomic Habits

Professional goals.
Family goals.
Health goals.

They don’t happen to the level you want them without systems.

• Dedicated, non-negotiable time to the tasks that move the needle in my business.

• Dedicated, non-negotiable time to the efforts that strengthen our family.

• Dedicated, non-negotiable time to the efforts that keep me healthy.

It’s simply non-negotiable.

Choose what’s most important in your life today.

Create the non-negotiables to achieve them.

This is what’s helped me.

P.S. Do you agree? Or do you have another approach that’s worked for you?

I worked at a gym all through college.I trained people on a daily basis. I absolutely loved it. I programmed all my work...
11/13/2025

I worked at a gym all through college.
I trained people on a daily basis.
I absolutely loved it.

I programmed all my workout routines.
I tracked ALL my macros.
I monitored all my progress to the detail.

Even with that experience, I recently hired a personal trainer myself.

Why?

I want accountability from an outside source.
I want someone to challenge me.
I want experienced perspective, &
I want professional guidance.

Most people know what they need to do, but won't do it until someone drives action.

For most, financial planning is no different.

Most people know what they need to do.

But…

Sometimes it just takes a gentle nudge.

P.S. Do you agree?

What's $100,000 worth to you?(Let's break it down)$100,000 COULD:• Pay the day-to-day expenses to have 2 more kids.• Pay...
11/12/2025

What's $100,000 worth to you?

(Let's break it down)

$100,000 COULD:

• Pay the day-to-day expenses to have 2 more kids.
• Pay for 12 months worth of expenses.
• Pay a portion off the mortgage.
• Pay for your kid's college.
• Pay for 10+ vacations.

Some people find this frame very helpful to understand the “why” behind their savings.

If you make $100,000 in a year, you trade 1,840 hours of your life for $100,000.

How important is that 1,840 hours to you then?

This can put into perspective the importance of each hour to your financial plan.

& how each hour fuels the dreams you have for your family.

P.S. What are your thoughts?

Out of curiosity I asked ChatGPT,"When should someone hire a financial advisor?"Answer was spot on.1. When the value out...
11/07/2025

Out of curiosity I asked ChatGPT,

"When should someone hire a financial advisor?"
Answer was spot on.

1. When the value outweighs the cost

- Most fiduciary advisors charge ~1% or less of assets under management (AUM).
- If they can increase your returns, reduce taxes, or prevent costly mistakes, their value often exceeds the fee.

2. When your finances become too complex to manage alone.

If you’re dealing with:

• Multiple income streams or business ownership
• Large investment accounts or retirement plans
• Real estate holdings or inheritances
• Tax-advantaged accounts (IRAs, 401(k)s, HSAs, etc.)

…then a financial advisor can help coordinate and optimize everything efficiently.

3. When you’re accumulating significant assets.

A good rule of thumb:

• Once you have $100,000+ in investable assets, it’s often worth consulting an advisor.
• Advisors can ensure your investment allocation, risk exposure, and tax strategy are all aligned with your goals.

4. When you’re facing a major life event.

These are prime moments for professional guidance:

• Marriage or divorce
• Birth of a child
• Inheritance or windfall
• Retirement approaching
• Selling a business or property

A planner can help you adapt your financial strategy and protect your long-term goals.

5. When you want expert guidance or accountability.

Even if your finances aren’t overly complicated, you might hire an advisor for:

• Behavioral coaching (avoiding emotional decisions during market swings)
• A clear, personalized financial plan
• Regular progress check-ins toward goals like homeownership, college funding, or early retirement

6. When you’re unsure about taxes, investments, or retirement planning.

If you’re not confident in your ability to:

• Pick investments wisely
• Minimize taxes
• Create a sustainable retirement income strategy

— then it’s time to bring in professional help.

What are your thoughts on this answer?

Ronald Read left $8,000,000 when he passed. The amazing part? He worked as a gas station attendant & janitor.Here are 3 ...
11/05/2025

Ronald Read left $8,000,000 when he passed.
The amazing part?
He worked as a gas station attendant & janitor.
Here are 3 takeaways from this story:

1. Building over time is boring.

- Whether it’s growing your net worth, getting in shape, or starting your career.
- Your winning formula?
- Consistency and excellence in the little things.
- Every.Single.Day.
- LESSON: Slow & steady wins the race.

2. The work you put in privately isn’t always immediately visible publicly.

- The executor of his estate broke the story.
- Before then, Ronald Read was a ghost.
- He didn’t do it for public applause or praise.
- He did it because it was important to him.
- LESSON: What you do privately speaks publicly.

3. Keep it simple.

- Nothing he did was complex or sexy.
- It was a slow arduous process.
- Compounded over years.
- LESSON: The power of simplicity is unparalleled.

Which takeaway stuck out most to you regarding Ronald Read?

They wanted to retire at 55, but…All their funds were in retirement accounts. $2,000,000 + in a 401(k) & an IRA. Where t...
11/04/2025

They wanted to retire at 55, but…
All their funds were in retirement accounts.
$2,000,000 + in a 401(k) & an IRA.

Where they currently stood…

They thought they’d have to delay their retirement until 59 ½.

That’s why they wanted to meet.

Was there a way to retire early?

After some fact finding…

One question opened the door for them to retire early.

Here’s what I asked:

“Have you heard of IRS Tax Code 72(t)?”

They had never heard of it.

But because of this rule, my clients were able to retire early by accessing their qualified money without penalty.

Have you heard of the IRS Tax Code 72(t) before?

I recently spoke with a young couple, both dentists. They were each partners in their respective practice and had a lot ...
10/30/2025

I recently spoke with a young couple, both dentists.

They were each partners in their respective practice and had a lot going on.

The general theme of the conversation was,

“Are we doing enough? Are we doing the right things? What are we missing?.”

Their goal was simple:

Go from where they are to where they want to be as efficiently and effectively as possible.

So we went to work to build a game plan,

• Analyzing cash flow
• Strategically tackle practice & school loans
• Auditing their insurance and risk
• Reviewing their investment allocations
• Projecting retirement objectives
• Minimizing tax exposure
• Setting up an estate plan

Most importantly of all,

They walked away with confidence knowing

• They are on the right track.
• And they were in good hands.

Are you curious to learn more about how our team can help you?

DM “Plan” to schedule an introduction call.

I recently met with a business owner.• They have 20 employees• They’ve grown rapidly. • They have a deep appreciation fo...
10/29/2025

I recently met with a business owner.

• They have 20 employees
• They’ve grown rapidly.
• They have a deep appreciation for their team.

Their main challenge?

Attracting and retaining top talent.

They’d built an incredible business, but were looking to reduce the cost of losing talent while simultaneously attracting quality new talent.

So we talked about different options to attract and retain top talent:

• Having a competitive benefits package.
• Providing a top tier retirement plan with matching over a vesting period.
• Setting up executive comp plans to retain top performers.

Retention and attraction doesn’t happen by accident.

It is intentionally developed.

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Earlier this year, I had the opportunity to spend some extended time with Tom Douthit as a part of the Toolbox Young Lea...
10/28/2025

Earlier this year, I had the opportunity to spend some extended time with Tom Douthit as a part of the Toolbox Young Leaders Roundtable.

Here are 5 takeaways from our time together:

1) Deal with it until you are done with it

• When you start something, don’t stop until it is finished.

2) Hard conversations won’t kill you

• Lean into the hard conversations as they are normally the most fruitful

3) Learn to be dependently decisive

• Relate to God
• Examine your heart
• Listen to God’s word
• Ask for guidance
• Execute your calling

4) God is working even when you can’t see it

• Trust in His sovereignty

5) Identify your identity to run on

• Know who you are and lean into it.

There is so much wisdom in each of these,

but which stuck out most to you?

10/24/2025

I recently spoke with a young couple in their 40s.
Household income $300,000.
They had an existing 'advisor'

Yet…
They hadn’t put together a retirement plan.
They hadn’t done any risk planning.
They hadn’t done any education planning.
They hadn’t done any tax planning.
They hadn’t done any estate planning.

They had nothing to show,
but a portfolio and a fee.

This is more common than you may think.

People think they have a financial planner,
But they really just have a money manager.

They ended up choosing to leave their existing money manager,

for a financial planner.

Now they have a financial plan
That answers all the above questions.

Can you relate to this couple?

Let’s talk.

I recently had a review with a client who worked in big law.- $600,000 annual income. - $2,000,000 net worth. - But she ...
10/23/2025

I recently had a review with a client who worked in big law.

- $600,000 annual income.
- $2,000,000 net worth.
- But she had no time for herself.

No time for relationships.
No time for hobbies.
No time to enjoy life.

She had received an offer to become in-house counsel for a private company.

A $300,000 annual pay cut.

“If I make this career jump, is it feasible for my plan?”

For her?

Having an advisor gave her the peace of mind she needed during this decision knowing she wasn’t alone.

Our team built a plan.

• We modeled different scenarios
• Let her know what lifestyle adjustments we would need to change.
• And let her make the decision with confidence in her planning.

& in the end, she decided to walk away with the confidence she could still accomplish what she wanted.

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I recently spoke with a successful business owner, about transitioning wealth to his children.He wasn’t worried about ru...
10/22/2025

I recently spoke with a successful business owner, about transitioning wealth to his children.

He wasn’t worried about running out of money.

He was worried about something bigger:

“Will, how do I make sure my kids don’t waste the wealth I’ve built?”

That question comes up more often than you might think.

And what I’ve found is this:

Successful families pass on wisdom.

Here are 5 conversations my clients have with their kids that you should have with yours too:

1. Stewardship over ownership.
• Instead of “this money is yours,” it’s framed as: “this money is entrusted to you to build upon.”

2. The power of compounding.
• They show their kids that investing early, consistently, and patiently is how wealth grows.

3. Living below your means.
• Even wealthy families teach their children restraint: lifestyle creep erodes wealth faster than anything.

4. The value of money.
• Money is a tool, not an identity. It can create freedom, but it can also create dependence if misused.

5. Giving back.
• Philanthropy isn’t just about charity; it’s about instilling purpose and responsibility.

At the end of the day, money is just one piece of legacy.

Teaching kids how to think about wealth is what helps it last.

What’s one money lesson you want to pass down to your kids?

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5420 LBJ Freeway Ste. 1300
Dallas, TX
75240

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