What We Do
Brown and Company provides private wealth management services in Denver and beyond for individuals and families. Our professionals can simplify complexities and align your wealth with your financial goals and aspirations, helping you gain a comprehensive roadmap for success.
When it comes to finances, when you don’t know where you stand or what your options are, you worry. With Brown and Company on your side, you can have professional guidance to provide you with the answers to questions such as:
- Will I outlive my savings?
- What happens if there are downturns or other types of market volatility?
- Can my wealth keep pace with the rate of inflation?
Our wealth management financial advisory services are designed to provide answers to these questions. 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. Brown and Company extends its private wealth management services in Denver to clients across the entire United States.
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.
A comprehensive personalized plan is your direct path to financial security and confidence. Our private wealth services are designed to take all the guesswork out of your unique financial situation.