Debra K. Brede

Debra K. Brede

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Celebrated Wealth Advisor, Financial Planner, Speaker, ForbesBooks Author, and Philanthropist committed to adding more to the money conversation than dollars and cents. Debra Brede began her career working within the traditional Wall Street business model but soon realized that investors weren’t being treated fairly by firms that too of

09/06/2023

I understand the significance of having a financial plan and sticking to it, even from a young age. Witnessing my parents' financial stress due to their lack of a money strategy motivated me to help others avoid a similar fate. In my book "You're Retired...Now What?", I delve into these lessons, which remain relevant today. Order your copy today at: https://hubs.li/Q01Ztxz_0

08/16/2023

After working as a wealth advisor for over 30 years, I've noticed that most of our clients share three primary retirement goals: ensuring a lifetime of financial stability, providing for loved ones after they're gone, and supporting meaningful causes. In my book "You're Retired...Now What?", I share valuable tips and insights on how to achieve these financial aspirations and more. Order your own copy today at: https://hubs.li/Q01ZtfC10

08/11/2023

I am proud to announce that I have been named one of Barron’s Top 100 Women Advisors for 2023. To our clients, the team at D.K. Brede Investment Management Company, and GW & Wade: thank you for your trust, dedication, and partnership!

Barrons recognized Debra Brede as a Top 100 Women Financial Advisors in June 2023 for the twelve months ending 3/31/23. Visit – lhttps://info.gwwade.com/hubfs/2054462/2022%20Awards%20and%20Recognitions%203.20.2023.pdf?hsLang=en&utm_content=243047433&utm_medium=social&utm_source=facebook&hss_channel=fbp-344808409452859 for information regarding awards and recognitions.

Compensation paid to Barron’s for use and promotion of ratings.

08/09/2023

Everyone's financial situation and goals are unique. That's why we believe your wealth management strategy should be unique too. We specialize in creating personalized solutions that align with your needs and aspirations. If you're ready to take control of your financial future, give our office a call today at 781-444-9367.

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140 Kendrick Street, Building B, 3rd Floor
Needham, MA
02494