Specialized services for executives and businesses

When you started your business or career, you probably had a plan for getting in, an “entrance strategy.” But you may not have given much thought to getting out… You had no “exit strategy.” Today, you may have only a vague idea of when and how to end your working life, even though that end may be nearer than you realize. Your “end” may not be about ending your working years, but creating a lifestyle that will potentially allow you to do whatever you want, whenever you want, because money is no longer an issue.

At Brown Wealth Management Group, we carefully plan for your “exit strategy,” whenever that might be, so you can step into financial independence and, if you continue to work, it’s because you want to, not because you have to. We help you look at how much you need to sell of your concentrated position to achieve your ideal life and help you put in place a strategy to accomplish that.

As your personal CFO, we have the experience and expertise to advise you on liquidity events. We identify new opportunities and any possible risk exposures.