Services

Wealth Planning Focused on Your Success

Retirement Planning

Retiring at the right time is one of the biggest decisions you will make. We work with you today to design a long-term plan that ensures that you are confident in your future.
Investment Planning

We don’t believe in a one-size-fits-all approach. We take the time to understand your entire financial picture before putting together a disciplined, balanced, long-term strategy.
Tax Planning

Taxes are constantly evolving. Our team of experts is committed to staying up-to-date so we can help our clients mitigate their tax impacts.
Estate Planning

Transferring wealth is a complex and emotional process. We consider the assets you have built over the years and ensure that they are passed on according to your intentions.
Education Planning

Your family is unique. We create a personalized strategy that reflects your family’s values, experiences and characteristics when working with the next generation.
Philanthropic Planning

You have a vision for your legacy. We create a blueprint to help you build and carry out a lasting philanthropic strategy.
Business Exit Strategy

Whether selling your business is top of mind or a low priority, long-term planning is key. We help evaluate where you are today and where you need to be to reach your goals.

Wealth Planning
Designed Around Your Life

At Brown and Company, we provide comprehensive wealth planning tailored to meet the needs of entrepreneurs, executives and affluent families. Decades of experience and a unique set of proprietary tools allow us to deliver meticulous execution and a world-class customer experience that ensures our clients are able to protect and grow their wealth.

We go beyond the basics of financial planning. By considering all the factors that contribute to your overall financial picture and wrapping that into our wealth planning process, we are able to provide input on selling a business, fulfilling philanthropic endeavors and educating future generations.

We understand — and we hope you do, too — that a comprehensive personalized plan is your direct path to financial security and confidence.