Financial worries often stem from not knowing — Will an economic downturn change my lifestyle? Will my savings keep up with inflation? How much can I spend during retirement?
We believe that knowledge unlocks enjoyment. This philosophy is the driving force behind our easy-to-understand diagnostic tools, acting as a financial GPS to show you not just where you are but how you’ll get there, even in the face of detours.
Welcome to Brown and Company, where we redefine wealth management by addressing the emotional challenges that often accompany financial planning. Our mission is clear: to make the financial planning process reliable, predictable, understandable and, most importantly, successful. As a private wealth management firm specializing in high-net-worth and ultra-high-net-worth families and individuals, we are stewards of your family’s interests for generations to come.
At Brown and Company, we recognize that your values, concerns, and priorities are unique. Therefore, we believe your financial plan should be one-of-a-kind as well. Our dedicated team goes above and beyond by creating personalized financial plans for each client. But our commitment doesn’t end there — we regularly monitor your plan’s performance and adjust it, incorporating your input, as your circumstances and the world around us evolve.
Our ultimate goal is to eliminate uncertainty surrounding your financial situation because at Brown and Company, we firmly believe that knowing is the antidote to worrying.
The Retirement Shock Absorber®, Recession Prep Scorecard™, Withdrawal Stress Test™, and other tools were crafted to provide clarity about your financial journey. We understand that worrying can distract from life’s journey, so we want our clients to be undistracted and savor every moment. Our firm is designed to give each client ample time to understand where he or she stands, reflected in our very low 1:15 staff-to-client ratio, contributing to our remarkable 99% retention rate.
With Brown and Company, you’re not just gaining a financial partner; you’re gaining the knowledge and clarity to navigate life’s financial journey with confidence.