[ What We Do ]Comprehensive Wealth Management Without The Conflicts
Most people struggle with three fundamental questions: Is this advice actually in my best interest? Is someone genuinely monitoring my financial life, or will issues go unnoticed until they become problems? Does my advisor have the depth of experience to handle situations that fall outside the routine? We built our practice specifically to answer yes to all three—through independent fiduciary advice, proactive oversight, and nearly three decades of navigating complex wealth management scenarios across market cycles and client circumstances.
High-Net-Worth Individuals and Families
Those seeking comprehensive management from an experienced advisor who handles ongoing planning, execution, and monitoring.
Pre-Retirees Planning Their Transition
Professionals approaching retirement who need rigorous planning to shift from wealth accumulation to sustainable distribution.
Retirees Managing Income and Legacy
Those drawing from their assets who require proactive income strategies, tax efficiency, and thoughtful estate coordination.
Business Owners and Executives
Individuals with concentrated wealth or complex compensation structures require sophisticated planning beyond standard advisory approaches.
[ How We Help ]Comprehensive Solutions That Address Your Full Financial Picture
Effective wealth management requires more than isolated decisions about investments or taxes. It requires coordination across every aspect of your financial life, continuous monitoring, and proactive adjustments as circumstances change. We coordinate all elements of your financial life under one strategic framework, adapting continuously to changes in your situation, objectives, and market conditions.
[ Who We Are ]Built on Independence,
Driven by Client Success
Founded by Brian Megibow after nearly three decades at a major financial services firm, Broaden Wealth exists to eliminate the fundamental conflict between corporate interests and client outcomes. We operate as an independent fiduciary, which means every recommendation is made with one consideration: what serves you best.