- “Business Owners: Leveraging our experience in succession planning and exit strategies, we guide business owners through the process of winding down their involvement.”
- Entrepreneurs: We offer advice to those looking for help balancing their business growth with their personal wealth.
- Executives: Our team delivers professional guidance for stock options, compensation planning and other concerns common among business leaders.
- “High-Net-Worth Individuals: Wealth today doesn’t guarantee financial security tomorrow. We help clients create comprehensive plans for their estate, optimize taxes, and preserve their legacy for future generations.”
- Sudden Wealth Recipients: Those experiencing a sudden liquidity event or receiving an inheritance need strong direction to help them keep their wits about them.
What We Do: Private Wealth Management Services in Denver
Brown and Company provides private wealth management services tailored to your goals. Based in Denver, we work with families and individuals on investment and retirement planning, tax and estate strategies, exit planning, and more. Our mission is to remove the guesswork from your financial landscape, so you always know where you stand.
Financial uncertainty often creates stress:
- Will I outlive my savings?
- How will market downturns affect me?
- Can my wealth keep pace with the rate of inflation?
- Can I retire comfortably?
“Our comprehensive planning process is built to answer these questions and more. Together, we create a financial roadmap that adapts as your life evolves, so you always know where you stand and where you are headed.”
True wealth management goes beyond investments. We help clients prepare for life’s pivotal moments—whether it’s selling a business, creating a lasting philanthropic legacy, or educating the next generation. By taking a comprehensive view of your financial life, we align every decision with your vision of success.
Brown and Company offers you expertise that encompasses multiple aspects of your wealth, including:
- Holistic Financial Planning: Our financial advisors take an integrated approach to managing your net worth, cash flow, risk and more.
- Investment Strategy and Asset Allocation: Balancing growth and capital preservation is of the utmost importance, and we strive to help you find that perfect middle ground.
- Estate and Legacy Guidance: When it comes to minimizing your estate tax exposure and clarifying beneficiary structures, we can show you the way.
- Business Liquidity Events: If you’re considering a sale, merger or partial exit from your business, Brown and Company can help you navigate all the complexities.
With a comprehensive personalized plan, you gain direction and clarity in your financial life. Our private wealth services are designed to reduce uncertainty and guide you through the complexities of your unique situation.