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Investment
Commentary
The Ugly Truth of Diversification
ESG Investing: A Big Help or a Big Hype?
Stair Climber: 4th Quarter 2022 Commentary
Planning
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SECURE Act 2.0—A Boost for Retirement Savers
What Is Your “Why?”
Hand-Me-Downs and Split-Interest Gifts
Firm
News
Bragg Welcomes Taylor Saenz
Bragg Welcomes Benjamin Mellman
Bragg Names Jen Muckley Chief Operating Officer

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Who We Are
Bragg Financial is an independent, fee-based, wealth advisory firm. We’re committed to serving our clients, our team, and our community.



Who We Serve
We provide expert planning and investment advice to individuals and families, business owners, foundations and other institutions.