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Our investment philosophy is a long term investment perspective, our investment time horizon is over a ten year or greater time period.  Investing in a portfolio of long-term dividend growth and income producing securities, the cash flow through dividends and interest can help to smooth out the transition as markets change. 

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For additional information or inquiry you may contact us at info@cristatawealth.com or click our "Free Financial Health Review." 

Take care of the downside and the upside takes care of itself.

Portfolio Managers

JONATHAN E. BRADLEY

  • Founder, CEO, Cristata Wealth Solutions, LLC

  • Founder, Cristata Investment Management, LLC

  • Portfolio Manager, over 30 years of experience

  • The Heritage Award, Johns Hopkins University

  • M.B.A., Fellows Program, The Johns Hopkins University

  • Post Graduate Study, Theology, St. Mary's Seminary and University

  • B.S. University of Baltimore, Accounting, Business

WILLIAM J. RILEY

  • Founder,Investment Strategist, Cristata Wealth Solutions, LLC

  • Founder, Cristata Investment Management, LLC

  • Portfolio Manager, over 30 years of experience

  • M.B.A., Finance, New York University (Stern)

  • M.S., Pepperdine University

  • B.A., Fordham University

  • Former U.S. Marine Corps Officer

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