Many of our clients are entrepreneurs with growing businesses, and as a result, they face a variety of issues that need to be addressed. If you currently sponsor a plan, or are considering it, your level of knowledge will have a direct impact on investment returns and liability exposure.
We believe that the best way to help clients meet their investment goals is to design, implement, and monitor an investment plan based on their unique risk tolerance and investment goals.The best investment plan is one based on an intelligently and professionally diversified portfolio. My newsletter is called "Potty Reading" because it covers a smorgasbord of interesting and entertaining topics.
We believe that the best way to help clients meet their investment goals is to design, implement, and monitor an investment plan based on their unique risk tolerance and investment goals.The best investment plan is one based on an intelligently and professionally diversified portfolio. My newsletter is called "Potty Reading" because it covers a smorgasbord of interesting and entertaining topics.
Services
All clients are different. We provide comprehensive, fee-only solutions for all areas of your financial life, ranging from investment planning to asset protection. We take a holistic and comprehensive approach because everything about your global financial life is important. It's a customized process to you because success is not measured by performance relative to other managers, rather we measure success by helping you meet your life goals.
Whether it's taking the stress out of planning for your future, or helping you make smart decisions on current issues, our goal is to provide you with the best solutions based on your goals and your best interest. We believe that by helping you understand financial options better, you can make better decisions.
I have five children, whom I love, and some of the time make me want to use a cattle prod. My wife, Amy, and I have been married for 25 years. We are high school sweethearts, and I've always said I would rather be lucky than good because I was definitely lucky with her. With four of our five children playing soccer, most of our free time is spent watching them play or as their personal soccer taxi.
It's more than just a question. Our client-centered approach allows us to hear the concerns behind the question and effectively identify all of their planning needs. We've helped guide clients through many issues. Protection is more than just what is in your bank account. What about your mind, body and business?
Development, implementation and execution of a customized Investment Policy Statement for those assets under the limited discretionary authority of Brown Wealth Management LLC. Active tax and cost efficient investment portfolio management for assets under the limited discretionary authority of Brown Wealth Management LLC.
Reviews (3)
Janey Brown
Apr 01, 2021
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Mike Haire
Jun 06, 2019
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I dropped off all my paperwork with Mr Brown and never heard from him again.
I sent him several emails and received nothing back.
If I didn't make enough money to interest him he could of at least said so.
3/19 UPDATE
The above is true and I had given Mr. Brown a one star however in Jan he gave me a call and apologized for the oversight and gave me some reasons why I fell through the cracks.
At this point I don't know how he is as a financial planner but I intend to find out and will update when I know better.
I sent him several emails and received nothing back.
If I didn't make enough money to interest him he could of at least said so.
3/19 UPDATE
The above is true and I had given Mr. Brown a one star however in Jan he gave me a call and apologized for the oversight and gave me some reasons why I fell through the cracks.
At this point I don't know how he is as a financial planner but I intend to find out and will update when I know better.
Dawn Massey
Dec 24, 2018
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