PUBLIC-SOURCE PROFILE
Lazetta Rainey Braxton
Founder & Managing Principal
The Real Wealth Coterie ↗
New Haven, Connecticut
BACKGROUND & PLANNING FOCUS
Get to know Lazetta.
Braxton leads a virtual financial planning and wealth management firm that helps individuals and families align financial decisions with their values and build wealth across generations.
- Reported firm
- The Real Wealth Coterie
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
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FINRA BrokerCheck SEC investment adviser searchSOURCES & FRESHNESS
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Profile assembled from published professional sources. Details can change; use the original source to confirm.
Registered advisory office from SEC IAPD search record
THE RIGHT CONVERSATION STARTS HERE
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