The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply any level of skill or training. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide any services described herein. Colony provides individuals and institutions with personalized financial and investment advisory services. On 03/01/24, GW & Wade, LLC (“GWW”) merged with and into Colony. Clients of GWW assigned their advisory agreements to Colony. Information contained herein is general in nature and is provided for informational purposes only. Financial and investment advisory services are provided only through a formal advisory relationship. Awards listed are those received by Debra Brede at D. K. Brede Investment Management Company prior to the time GWW merged with Colony. GWW paid a fee to Barron’s, and Forbes for use and promotion of the rankings, but not to be considered for the awards. No compensation was paid with respect to the other awards. The criteria and year(s) for each award listed above are as follows:
Everyone knows to prepare for their retirement. We track our money and plan diligently, but when the day finally comes that we can walk away from work, many are at a loss for the next step. We plan to retirement; not through retirement. The reality is, none of the planning leading up to retirement prepares you for managing your money during retirement, and that’s when things can get tricky. Until now. With her new book, You’re Retired… Now What?: Discovering & Funding Your Purpose-Driven Retirement, ForbesBooks author and wealth advisor Debra Brede shares with retirees how to make their money work for them during their golden years.
Debra Brede isn’t much for small talk. Small talk wasn’t going to help her climb out of poverty; small talk didn’t make her the renowned wealth-building authority and retirement advisor she is today. Everything had to be about the bottom line, and it’s that ethos that guides Debra and all her life-changing work. Developed from a lifetime of industry experience, Debra Brede’s wealth management strategies put your values first, creating a positive impact for you, your loved ones, and the world.