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Brave New Wealth
About
Approach
Client Experience
Investment Philosophy
Tax Strategy & Planning
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Blog
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Brave New Wealth
About
Approach
Client Experience
Investment Philosophy
Tax Strategy & Planning
Begin
Insights
Blog
Client Login
About
Folder: Approach
Back
Client Experience
Investment Philosophy
Tax Strategy & Planning
Begin
Folder: Insights
Back
Blog
Client Login

Brave New Wealth

Wealth, Beautifully Crafted. Boldly Lived.

Brave New Wealth, LLC is a registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. The content presented on this website is for informational purposes only and should not be construed as investment, tax, or legal advice. All information is derived from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Any opinions expressed are subject to change and do not constitute a recommendation or offer to buy or sell any security or strategy. The strategies and services discussed may not be suitable for every individual and should be considered in the context of your unique goals, values, and circumstances.

Brave New Wealth does not provide legal or tax advice. We encourage you to consult with your attorney, accountant, or other qualified professionals for personalized guidance.

Nothing on this site should be interpreted as a guarantee of future results. All investments carry risk, including the potential loss of principal.

You may review the background of your financial professional on FINRA’s BrokerCheck.

 Customer Relationship Summary   |   Privacy & Disclosures   |   ADV Firm Brochure Part 2A   Part 2B

© 2025 Brave New Wealth, LLC. All rights reserved.
Wealth, Beautifully Crafted. Boldly Lived.

Location

30700 Russell Ranch Road Suite 250 Westlake Village, CA 91362

Contact

info@bravenewwealthwm.com
(805) 243-9474