Wealth Management for High-Net-Worth Individuals in Denver

It’s a common belief that more money equals fewer worries. While wealth can provide financial security, it also brings unique challenges—like managing complex assets and investments. As your wealth grows, so does the need for specialized expertise.

In Denver, the number of high-net-worth individuals (HNWIs) is on the rise. At Brown and Company, we help simplify the complexities of HNWI wealth management, ensuring our clients can confidently navigate their financial future.

Are you a high-net-worth individual in the Denver area? At Brown and Company, we specialize in crafting personalized financial plans to help you navigate the complexities of HNW wealth management. From preserving and growing your assets to protecting your legacy, we provide the expertise and strategies you need for long-term success.

What is a High-Net-Worth Individual (HNWI)?

If your total assets exceed $3 million, you are considered a high-net-worth individual (HNWI). For those with at least $30 million in assets, you fall into the category of ultra-high-net-worth individuals (UHNWIs). While having significant wealth is a privilege, it often comes with its own set of challenges. Partnering with an experienced financial advisor who specializes in serving HNWIs and UHNWIs can provide the guidance needed to manage your wealth effectively and have confidence in your financial journey.

Some common challenges include tracking the performance of your assets, navigating intricate tax regulations, maintaining a balanced investment portfolio, and planning for multi-generational wealth transfer. At Brown and Company, our private wealth management services, are designed with the goal of addressing these complexities. We provide tailored expertise to safeguard your wealth, structure your investments to your financial needs and goals, and help you tackle unique financial challenges with confidence.

When you work with a certified financial planner from Brown and Company, you’ll benefit from critical insights on investment strategies, retirement income planning, and much more—all delivered by industry experts committed to your success.

Could I Benefit From Wealth Management?

Even if you’ve already built significant wealth, there are many ways our Denver wealth management firm can help you refine and preserve it. Many clients turn to us for tax planning strategies designed to manage their returns efficiently. Others seek professional investment management to streamline and refine their portfolios. We also specialize in retirement and estate planning, helping you secure your financial legacy and provide a strong foundation for future generations.

At Brown and Company, we bring extensive experience and expertise to every client relationship. Our financial advisors will work with you to create a tailored wealth management strategy that positions you for both immediate success and long-term financial goals. Whatever your financial situation, we’re here to help you navigate the complexities of wealth with confidence and clarity.

How Wealth Management for High-Net-Worth Individuals Differs from Traditional Financial Planning

People who have higher net worth face numerous multi-layered challenges when it comes to managing their finances. They have to contend with complexities such as ensuring tax efficiency, estate planning, legacy preservation, developing business exit strategies, establishing charitable trusts, and more. Fortunately, Brown and Company’s advisors understand these obstacles and provide the advanced, integrated strategies needed to overcome them.

We don’t take a one-size-fits-all approach to advising our clients. We know serving HNWIs calls for personalized reporting as well as concierge-level service and proactive strategies that adapt to evolving circumstances. With coordination among tax, legal, and investment professionals,

We provide comprehensive strategies with the intend to manage, preserve, and grow their wealth across generations in alignment with their lifestyle and legacy objectives.

How We Serve High Net Worth Individuals

Our team of private wealth advisors work with you to create a wealth management plan tailored to your unique goals and financial landscape. Our services for ensuring your financial success include: 

Retirement Planning: With our help, you can maintain your lifestyle and financial security well into retirement, with customized plans for managing income streams and handling tax implications. 
Investment Planning: We can assist you in developing an investment strategy that aligns with your goals, risk tolerance and long-term objectives. 
Tax Planning: Our experts can provide tax-efficient strategies to minimize your liabilities and preserve your wealth, even in the face of the complex tax landscape for HNWIs.
Estate Planning: We can show you how to protect your assets, lower your estate taxes and secure a smooth transfer of wealth across the generations. 
Education Planning: When planning for your children’s or grandchildren’s ongoing education, our experts will tailor the solutions to fit your specific goals and needs. 
Philanthropic Planning: If you want charitable giving to be part of your financial legacy, we can show you how you can have the most impact.
Business Exit Strategy: Ensuring a smooth transition is key for business owners who want to maximize their value, and we can show you how to accomplish that.

Why Work With Us?

Wealth management expertise is crucial for HNWIs, and Brown and Company is here to help. We’re committed to providing our clients with personalized services that are tailored to their precise requirements and objectives. Get in touch with us today to schedule an initial consultation and get started on the road to lifetime financial security today. 

What to Expect When Partnering with Brown and Company

Our approach to ultra-high-net-worth financial planning services is centered around each client’s unique goals and circumstances. That means we begin our process by taking a deep look into your objectives, asset mix, and long-term plans for the future. Our collaborative process also involves regular reviews and adjustments to ensure your strategy is always aligned with the market and/or any major life changes you may experience. Through it all, you’ll be working with a dedicated team of fiduciary advisors who are focused entirely on serving your best interests above all else.

With Brown, You’ll Know!