“If we focus solely on valuables, we can lose sight of values. I believe values are just as – if not more – important than valuables.”

When Brad Vineyard founded Astra Wealth Management with his partners, his mission was to build multiple levels of service to expand our client relationships beyond what is available at the traditional firms. He also focused on building an enjoyable and collaborative internal environment to greatly improve the skill sets of all partners and employees. He works with ultra-high-net-worth clients in a multi-family office setting to remove financial stresses and daily obligations. Brad builds strong relationships with the families he works with and enjoys the long term relationships they have built.

Before establishing Astra, Brad was a financial advisor at Merrill Lynch and Wells Fargo Advisors for more than 20 years. He broke away to create Astra as an independent endeavor, to continue to serve his clients while still providing the high level of customer service he is known for. Brad graduated from the University of Central Oklahoma with a degree in Finance and Business Management. He is a Certified Financial Planner (CFP®).

When Brad is out of the office, he can be found cheering for his kids at their sporting events. He enjoys the outdoors, and is a huge college sports fan, a workout nut, and an avid reader.