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
- Quality Advice – High-end custom strategies for clients with complex needs. Never “one-size-fits-all” advice.
- Holistic Approach – Help with each facet of your finances. Consideration of costs, taxes, and risks so every aspect fits together in one cohesive plan.
- Objective Recommendations – Objective market research, and no proprietary investment products supports our commitment to keep your best interests in mind.
- Unparalleled Service – Proactive review meetings, webinars, and market commentary keep clients informed. Emails and messages are returned promptly. Your portfolio is monitored daily.
- Cutting Edge Tools and Technology – Top market research providers, sophisticated financial planning software, a next generation client website, and custom performance reporting.
- Execution – Recommended financial strategies are executed so plans can move towards becoming reality.