Who we are

We have provided comprehensive and practical wealth management strategies for sophisticated clients and everyday people for nearly two decades. We strive to consider every element of your financial picture in order to recommend the most appropriate financial strategies and help you make the best possible financial decisions. You’re free to spend your day doing as you choose, knowing your finances are overseen in an efficient and organized manner.

We founded Brown Wealth Management with the belief that financial independence affords you the freedom to make the best use of your time, talents and resources. That freedom allows you to live a more satisfying life that aligns with your vision and goals.

This shared belief is what brought our talented team together as one independent firm. Together, we serve our clients ‘above the line’ so that every strategy, tactic and tool supports what matters to you most.

What sets us apart