Top Wealth + Best-in-State · rank 2 · Needham, Massachusetts · listed firm: Focus Partners Wealth
Identity & firm
- Firm — D.K. Brede Investment Management Company, a Focus Partners Wealth Company (high)
- “D.K. Brede Investment Management Company, a Focus Partners Wealth Company” — firm_official
- “IA FOCUS PARTNERS WEALTH, LLC CRD# 159289 03/06/2024” — sec_finra_regulatory
- Parent company — Focus Financial Partners (high)
- “Prior to January 2025, Focus Partners was named The Colony Group (“Colony”), LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.” — firm_official
- Firm type — independent_ria (high)
- “Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country.” — firm_official
- “This representative is currently registered in 0 SRO(s) and 1 jurisdiction(s).” — sec_finra_regulatory
- Team name — D.K. Brede Investment Management Company (high)
- “Meet the D.K. Brede Team” — firm_official
- Team size — 7 (high)
- “Led by Debra Brede, our team delivers investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities.” — firm_official
- CRD — 1174312 (high)
- “IAPD Report DEBRA KENDALL BREDE CRD# 1174312” — sec_finra_regulatory
- Years experience — 35 (high)
- “Joining Focus Partners Wealth allows Debra and her team to continue serving clients while also preserving the legacy and reputation that Debra has built over her 35-year career.” — firm_official
- “General Securities Principal Examination (S24) Series 24 01/31/1984” — sec_finra_regulatory
- Designations — — (medium)
- “This individual has passed 3 principal/supervisory exams, 3 general industry/product exams, and 1 state securities law exam.” — sec_finra_regulatory
- “Celebrated Wealth Advisor, Financial Planner, Speaker, ForbesBooks Author, and Philanthropist committed to adding more to the money conversation than dollars and cents.” — firm_official
Book of business
- Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size: $1M” — forbes_shook
- Typical client net worth ($M) — 11 (high)
- “Typical Net Worth of Relationships: $2-20M” — forbes_shook
- Client niche — high-net-worth individuals in or nearing retirement (high)
- “high-net worth individuals in or nearing retirement, tailoring tax-efficient portfolios that meet their income needs and leave them feeling confident even in volatile markets” — forbes_shook
- “Led by Debra Brede, our team delivers investment management services to high-net-worth individuals, corporations, retirement plans, charitable trusts, and municipalities.” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — not_public (medium)
- “Financial and investment advisory services are provided only through a formal advisory relationship.” — firm_official
Positioning & marketing
- Website url — https://www.bredeinvestment.com/ (high)
- “D.K. Brede Investment Management Company, Inc. | Home” — firm_official
- Value proposition (verbatim) — Led by Principal Advisor Debra K. Brede, we handcraft investment portfolios to support our clients' goals and lifestyle. No two are the same. (high)
- “Led by Principal Advisor Debra K. Brede, we handcraft investment portfolios to support our clients' goals and lifestyle. No two are the same.” — firm_official
- Differentiators — Handcrafted, individualized portfolios — "No two are the same", Independent practice founded in 1990 to put clients ahead of sales goals, Purpose-driven, values-first wealth management, Retirement-income and tax-efficient portfolio specialization, Barron's Hall of Fame advisor with 35-year track record (high)
- “Led by Principal Advisor Debra K. Brede, we handcraft investment portfolios to support our clients' goals and lifestyle. No two are the same.” — firm_official
- “So, in 1990, she founded her own independent practice, D.K. Brede Investment Management Company, where her clients have always been her number-one priority.” — firm_official
- Content marketing — occasional (medium)
- “In her book, You’re Retired...Now What? , she shares some of her established financial philosophies and advice on making your money work for you during retirement.” — firm_official
- Has podcast — no (medium)
- “Debra Brede Home About Book Speaking Assessment Media Contact” — firm_official
- Books published — 1 (high)
- “In her book, You’re Retired...Now What? , she shares some of her established financial philosophies and advice on making your money work for you during retirement.” — firm_official
- “That’s why “purpose-driven” is more than just the title of her new book, it’s an ethos that Debra applies to everything she does.” — firm_official
- Linkedin url — https://www.linkedin.com/in/debrabrede/ (medium)
- “Debra Brede - D.K. Brede Investment Management Company, a Focus Partners Wealth Company | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Debra Brede - D.K. Brede Investment Management Company, a Focus Partners Wealth Company | LinkedIn” — social_or_third_party_db
- “Debra K. Brede (@debrakbrede)” — social_or_third_party_db
- Press awards — Barron's Hall of Fame Advisor (2019), Barron's Top 100 Women Financial Advisors (2006-2025), Financial Times 400 Financial Advisors (2020), Barron's Top 1,200 Financial Advisors (2022), Financial Advisor IQ Leadership Council member (2022, 2023) (high)
- “Barron’s recognized Debra Brede as a Hall of Fame Advisor in 2019 after being ranked for 10 or more years on any of the Top 100 Financial Advisors , Barron’s Top Women Financial Advisors , or Top 100 Independent Advisors” — firm_official
- “FT recognized Debra Brede as a FT 400 Financial Advisors 2020 in April 2020 for the previous year.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://www.bredeinvestment.com/hs-fs/hubfs/DKB%20Focus.jpg?width=3064&height=448&name=DKB%20Focus.jpg (high)
- Visual brand notes — Restrained corporate palette; serif/sans wordmark lockup pairing "D.K. Brede" with the Focus Partners mark. Award-badge grid (Barron's, Forbes, FT) is the dominant visual device; formal advisor headshot photography. (high)
- “Barron's Hall of Fame Financial Advisor Led by Principal Advisor Debra K. Brede, we handcraft investment portfolios to support our clients' goals and lifestyle. No two are the same.” — firm_official
- “https://debrabrede.com/wp-content/uploads/sites/43/2019/02/debra-headshot-cropped.jpg” — firm_official
