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So far brownwealthmgt has created 28 blog entries.

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know

By |2020-10-27T10:29:04-08:00October 27th, 2020|Wealth Management Resources|

Time to Read: 5 Minutes On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.  Here's what you need to know: The Good? Benefits Are Increasing Those receiving Social Security benefits will see a

Just Getting Started Collecting Art? These Tips Will Help You Choose Wisely

By |2019-11-19T09:08:16-08:00November 19th, 2019|Wealth Management Resources|

Time to Read: 7 minutes While art isn’t a component of our traditional asset allocation or financial planning techniques, it is a large part of some of our client’s “Living Above the Line” strategy-using money as a tool to focus on what’s most important to them.  Getting started collecting art can be challenging. With such

Expertise in Every Role: Why You Want an Operations Team with a CFP® Professional

By |2020-01-23T12:56:52-08:00July 5th, 2018|Featured, Wealth Management Resources|

Time to Read: 5 minutes | How Others Do It When clients interact with a top financial planner, the depth of knowledge in wealth management strategies is apparent and often indicated by the professional designation of the CFP® certification.  However industry-wide, many practices are structured so this knowledge is top heavy and siloed in

Brown Wealth Management Raises the Bar For Financial Planning with CPWA®

By |2020-01-23T12:56:53-08:00April 27th, 2018|Featured, Wealth Management Resources|

Time to read: 6 minutes |  While the use of innovative technology along with elemental training are essential, top financial advisors recognize the importance of obtaining elite professional designations. With stringent experience, education, exam and ethics requirements, the exclusive Certified Private Wealth Advisor® (CPWA®) designation is reserved for select advisors – as of 2018 there