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
Designed to help families maintain their lifestyles and financial goals regardless of the unavoidable events that occur in life and in the markets.
We assess your portfolio’s sustainability over the course of your retirement and lifespan based on your anticipated future withdrawals.
By evaluating income sources and tax liabilities, we determine your situation and provide strategies to help minimize your tax burden.
Some things are out of your control. This scorecard quantifies our clients’ preparedness for a market downturn on a scale of 0 – 10.
Provide your heirs with information about your assets, liabilities and intentions, and pass on a legacy of life lessons, family stories and more.
Created to help business owners understand what they can sell their business and confidently pursue a successful retirement.