Professional Investment Planning in Denver, CO

Offering Our Clients a Steadying Hand

Empowering Your Investment Journey

When it comes to investing, the more you know the less intimidating it is. At Brown and Company, our investment planning advisors believe that knowledge transforms intimidation into empowerment. Brown offers investment planning in Denver, CO, to clients across the entire United States.

The primary goal of investing is to safeguard and enhance your wealth, allowing your money to work for you. The path you choose for your investments is influenced by factors such as income, age, risk tolerance, family situation and a myriad of other considerations. As an investor, you wield the power to explore various avenues, including stocks, bonds, mutual funds, exchange-traded funds and other investment vehicles.

At Brown and Company, our investment advisors elevate your investment journey by collaboratively crafting a personalized investment plan designed around your unique circumstances. Our investment financial advisors employ user-friendly models and calculations to develop a clearly defined investment strategy that aligns with your life and goals — a tailored solution to empower your financial future and true personal finance retirement planning.

Our investment advisors bring a steadying hand to guide clients through the emotional challenges of investing. Markets rise and fall, but the biggest risk to long-term success often comes from human behavior—selling in a downturn, hesitating to invest when markets feel “too high,” or attempting to time the perfect entry point. We help our clients avoid these costly mistakes by providing perspective, discipline, and a clear plan. Our investment planning in Denver, CO, is designed with the goal of keeping you on track through every market environment, so your wealth has the best chance to grow and endure.

In our partnership with clients, our investment planners go above and beyond to foster understanding. We believe in demystifying the emotional aspect of investing by educating you on how market dynamics and life events influence your investments. When you are equipped with knowledge and prepared for the unknown, maintaining your course becomes second nature.

Our Process

Recognizing the dynamic and fluid nature of financial planning and investment management, our process is structured to provide a logical and diversified framework for navigating life’s uncertainties*. The seven steps to our financial investment planning are:

Clarify Goals and Objectives: Understand your aspirations and define your financial objectives.
Assess Client’s Risk Tolerance: Gauge your comfort level with risk to tailor the investment strategy accordingly.
Design a Personal Wealth Plan: Develop a plan that uniquely fits your financial landscape.
Develop and Present the Investment Strategy: Craft a comprehensive investment strategy aligned with your goals.
Determine the Account Structure: Establish the appropriate structure to optimize your investment approach.
Construct the Portfolio: Bring the investment strategy to life by building a diversified portfolio. Our investment planning services are focused on diversifying your investments to reduce your risks and improve returns over the long run by spreading your wealth among various asset classes and sectors. This helps you against any fluctuations in the market.
Monitor, Rebalance and Modify: Continuously oversee and adapt the plan and portfolio as circumstances and goals evolve.

Disclaimer: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. (28-LPL)

Why Denver Investors choose Brown and Company

Confidence and clarity are essential when it comes to wealth management, which is why so many high-net-worth individuals throughout the Denver area turn to Brown and Company. With more than 30 years of financial planning expertise and a deep understanding of the city’s economy and market conditions, Brown and Company offers valuable guidance for your financial journey

Our experienced financial advisors offer personalized advice d intended to support your specific needs and situation. They’re highly credentialed, nationally recognized and locally based, so you can have faith in the guidance they provide for you and your assets. Our professionals are a key element of our success, and a major reason why we boast a 98% client retention rate (Measured from 6/14/2020 – 6/14/2024).

Customized Investment Strategies for Denver’s High-Net-Worth Individuals

Another aspect of our investment planning solutions is our ability to create personalized strategies, especially for those with investable assets of $3 million or more. We take a holistic approach to wealth management that includes tax planning, risk tolerance, estate planning, legacy considerations and cash flow to ensure the best possible results for every client. We’re known throughout the Denver area for our proactive strategy and transparent communications, as well as our local insight and ability to read market dynamics. Our status as an independent fiduciary Financial Consulting firm means every suggestion we make is based on what’s best for the client.

With Brown, You’ll Know!