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

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

© Cristata Wealth Solutions, LLC