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Debra Brede
D.K. Brede Investment Management Company, a Colony Group CompanyNeedhamWealth Advisor
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#109
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#2
Massachusetts - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#9
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
#2
Massachusetts
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
About Debra Brede
Debra K. Brede founded D.K. Brede Investment Management Company in 1989, and primarily focuses on 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. Debra has been featured in numerous media outlets, including CNBC, the Fox Business Network, the Wall Street Journal, BusinessWeek, Financial Times, and Forbes.

In December of 2020, D.K. Brede Investment Management Company became part of GW & Wade, LLC, an independently managed financial advisory firm. Joining GW & Wad... Read More
The description above is provided by Debra.
Contact Debra
1253 Highland Avenue, Needham, Massachusetts 02492
Asset Summary
As of Jun, 2023
$1M
Min Account Size For New Business
$1-12M
Typical Size Of Households
$2-20M
Typical Net Worth Of Relationships
$1.4B
Team Assets (Custodied)
Appears On