LeadIQ logo
Learn more at LeadIQ.com
Braeburn Wealth Management logo

Braeburn Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Braeburn Wealth Management is a financial services firm based in Norton Shores, Michigan, offering personalized wealth management services intended to address individual goals and objectives. The firm emphasizes ethical and transparent conduct, with a focus on understanding what matters to clients and providing ongoing education and commitment from its investment professionals. Serving clients in a highly personalized manner, Braeburn aims to be a trusted advisor in their lives and to be recognized as a community leader in wealth management, reflecting its mission and long-term client-centric approach. The organization operates as a small practice with a local footprint, positioning itself within the financial services industry as a boutique provider focused on tailor-made solutions rather than scale-driven offerings.

Find Braeburn Wealth Management employees' phone numbers or email addresses

Braeburn Wealth Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Braeburn Wealth Management's Leadership

  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
  • Stylized image of a person
    C. G.
    Director Of First Impressions
    Mobile Phone

Braeburn Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Branding
  • Research

Contact profiles from Braeburn Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. G.
    Director Of First Impressions
    Mobile Phone
    Jan 24, 2024

Frequently Asked Questions

What is Braeburn Wealth Management known for?

Minus sign iconPlus sign iconBraeburn Wealth Management was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-231-720-****
. Explore Braeburn Wealth Management's company overview page for more information.

What is Braeburn Wealth Management's most common email format?

Minus sign iconPlus sign iconBraeburn Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Braeburn Wealth Management email formats with LeadIQ.

How many employees does Braeburn Wealth Management have currently?

Minus sign iconPlus sign iconBraeburn Wealth Management has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Braeburn Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Braeburn Wealth Management's key employees include:

  • Vice President: J. R.
  • Director Of First Impressions: C. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.