Our Tools

Check out the additional tools we use below for EMX Financial Planning, LPL Accounts, and our Brown Wealth Management personalized features

WEB MEETINGS

We use GoToMeeting to host our personal web meetings and quarterly market commentary webinars.  Check out your computer’s readiness:

ELECTRONIC  SCHEDULING

Book your appointments, calls, and web meetings online with our real-time calendar. Featuring immediate appointment confirmation, reminders and calendar invites.

SECURE EMAIL

We have a variety of options for secure messaging.  Below are instructions on how to access, send and receive secure email.

Financial Planning Articles

In-house written articles on variety of financial planning topics tailored for Brown Wealth Management clients.

market commentary

Quarterly market updates via webinar/conference call and in-house written articles on current market activities

HIDDEN LEVERS 

We use Hidden Levers to stress test a portfolio against real live past Market events, or if we want to try to fictitiously create one in the future we can do that as well.

PREPARING FOR eMERGENCIES 

Organizing contact phone numbers, financial records, medical and property insurance policies, and personal identification information will make it easier for you to access resources quickly.