In addition to the services that most wealth management firms offer, Brown and Company has created a set of valuable tools tailored specifically to our high-net-worth clients. With our effective proprietary financial tools, time-tested processes and a team of personable professionals, Brown and Company makes the financial planning process more reliable, predictable, understandable and successful.
Tools to Help
Proprietary Tools for Private Wealth Management
Retirement Shock Absorber®
Designed to help families maintain their lifestyles and financial goals regardless of the unavoidable events that occur in life and in the markets.
Withdrawal Stress Test™
We assess your portfolio’s sustainability over the course of your retirement and lifespan based on your anticipated future withdrawals.
Retirement Tax Filter®
By evaluating income sources and tax liabilities, we determine your situation and provide strategies to help minimize your tax burden.
Recession Prep Scorecard™
Some things are out of your control. This scorecard quantifies our clients’ preparedness for a market downturn on a scale of 0 – 10.
Family Love Letter
Provide your heirs with information about your assets, liabilities and intentions, and pass on a legacy of life lessons, family stories and more.
Buyout Barometer®
Created to help business owners understand what they can sell their business and confidently pursue a successful retirement.
Our Proprietary ToolsAre What Set Us Apart
