Bravias Financial

Bravias Financial Bravias Financial is an independent wealth management and retirement planning firm. Both entities are wholly owned byvRichard Zeitz.

Bravias Financial
Guiding You Through Every Financial Stage

Overview
Bravias Financial is an independent advisory firm providing comprehensive planning, investment management, and insurance services for all aspects of our clients' lives at every stage of their journey. In today's complex financial markets, you are faced with an overload of information about financial products and services. Whethe

r you're just starting your career, growing your family, preparing for retirement, or navigating life transitions, we work with individuals, high-net-worth individuals, and federal employees to develop strategies tailored to their specific needs and objectives. Specialties
Financial planning (including retirement planning, income planning, federal employee benefits planning, estate planning), Investment management, Insurance risk management

Important Disclosures
Financial planning and investment management services are offered through Bravias Capital Group, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Insurance and annuity products are offered through Bravias Financial LLC, an affiliated insurance agency. Bravais Capital Group, LLC ("BCG" or "Our") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). BCG conducts business under the name "Bravias Financial." Registration as an investment adviser with the SEC does not imply any level of skill or training. The content on this website is for informational purposes only and is not intended as a recommendation, offer, or sale of any security or investment strategy. The material does not establish an investment advisory relationship with BCG, does not consider your individual circumstances or objectives, and does not serve as personalized investment advice. For more information about our investment advisory services and fees, please request a copy of our Form CRS (Client Relationship Summary) and Form ADV Part 2A (Firm Brochure). Separate from our investment advisory services, insurance and annuity products are available through Bravias Financial LLC, a licensed insurance agency. BCG and Bravias Financial LLC are affiliated companies.

07/03/2025
Happy Turkey Day everyone!
11/29/2024

Happy Turkey Day everyone!

We are thrilled to share that Rich Zeitz, our President/CEO, has been recognized with the Five Star Wealth Manager award...
01/07/2024

We are thrilled to share that Rich Zeitz, our President/CEO, has been recognized with the Five Star Wealth Manager award for 2024 (his 8th consecutive year winning the award)! This prestigious honor is reserved for wealth management professionals demonstrating outstanding service and commitment to their clients. This accolade reflects the invaluable support and trust bestowed upon Rich by his esteemed colleagues and clients, whose support and trust have been pivotal in achieving this honor.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

FREE Guide - Addressing Market Volatility in Today's World
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FREE Guide - Addressing Market Volatility in Today's World

The most recent bout of market volatility may not be the last you’ll see in your lifetime. So, why not have a strategy to address future market drops?

06/18/2023

Happy father's day to all of the amazing dad's out there!

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01/26/2023

Address

33 Wood Avenue South, 6th Floor
Iselin, NJ
08830

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Website

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