SJM_PROFILE_Braatz Wealth_0823_profile 8 / 17 / 23 3 : 03 PM Page 2 PROMOTION can have like commission or sales goals to create conflicts of interest . As a fully independent registered investment advisor , I can offer full fiduciary , unbiased “ Ithas always been advicein a fee - based asset management structure , ” he explains . mypriority to guide Braatz and a few of his recent col - leagues , who also believed in the same myclients toward transparency , joined Pine Valley Invest - ments ( PVI ) and have quickly built a financialprosperity reputation for integrity in the wealth management arena . “ Many advisors will andempower them move firms and , in the process , receive large signing bonuses for the transition . toembrace a secure In joining Pine Valley Investments , I passed on a large signing bonus and andabundant went where I thought my clients would do best . I believe that to take a client - first future . ” approach , it can’t be just words : You have to demonstrate that commitment with your actions . Fortunately , my whole — Jason Braatz , Braatz Wealth Advisors operations team saw that commitment and joined me on the move , ” he explains . So , Why Pine Valley Investments ? “ When starting a new venture , there’s directionand trying to ‘ do the right thing , ’ owners.He excels in retirement planning , always a learning curve . I joined PVI asopposed to a bunch of loose boats tied creating sustainable income streams , because they are tenured , established together . There are many well - inten - and providing virtual CFO services tai - money managers that can dramatically tionedadvisors out there and some very lored to business owners ’ needs . Braatz decrease my curve and give me in - house goodones . But very few are in a place that hasalso developed a unique specialty in operations , HR technology and propri - isbuilt to truly put the client first . It’s been asset management and protection for etary trading and research . They were also everything I have hoped for and more . ” professional athletes . Leveraging his recently ranked in USA Today * as one of Braatz Wealth Advisors is working experience , he navigates their financial the top 500 RIAs in the country and one with new clients every day . They have complexities , safeguarding and growing of the top 12 in New Jersey , ” Braatz says . clientsin many states across the U.S . as their wealth throughout their careers “ PVI provides me with the best tech - well as international clients . The head - andbeyond . nology and most resources to focus on quarters are currently in Marlton , and Atthe core of his approach is his ded - my clients ’ investment and plan - they have a very robust clientele in the ication to building deep relation - ning goals as they built a turn - South Jersey area . shipswith his clients . He maintains key solution for experienced A happily married family man and constant communication and and proven advisors . ” father to two daughters , Braatz under - collaborateswith industry spe - With the new struc - standsjust how important financial secu - cialiststo ensure outstanding ture at Braatz Wealth rity is for the family unit and keeps that outcomes . “ I’ve been very Advisors , Braatz and inthe forefront of his mind when working fortunate to have the his team are no withhis clients . When outside of work , he majorityof my clients longer restricted to enjoys music , golf , fitness and passion - follow me on this n one institution or ately supports Philadelphia sports . new chapter of my solution . “ I now career.I truly believe have the option to it’sa reflection of how engage with various much I care about institutional partners for themand their needs . Braatz Wealth custodial or investment solu - All of my clients are tions such as Schwab , Raymond James , treated with the same respect , time and Advisors LPL , Goldman Sachs , etc . — solely based attention , no matter how large or small upon Pine Valley Investments , and I their investments are , ” Braatz explains . 10 E . Stow Road , Suite 200 , Marlton believe they offer something better for the “ Everyday I’m here I get more excited ( 609 ) 206 - 5370 clients . ” for the flexibility this move has given BraatzWealthAdvisors.com me.It has been a clear confirmation that A Cut Above the Rest the extensive due diligence brought me * U S A T oday ’ s Best Financial Advisory Firms – 2023 . Pine Valley Investments did not compensate U S A T oday for this At Braatz Wealth Advisors , Braatz spe - tothe best possible team for my clients to award . For more information about this award please visit cializes in income generation and asset achieve their goals . This truly is a place https : / / www.pinevalleyinvestments.com / post / pvi - recog - management for retirees and business nized - as - one - of - usa - today - s - best - financial - advisory - firms thatis one robust ship going in the same SOUTH JERSEY MAGAZINE volume 20 issue 5 SouthJerseyMagazine.com | 19