Brown & Associates

Our mission is to provide our clientele with a highly effective, long-term wealth management experience and the guidance required to see it through. We strive to understand you and your priorities. Our process begins with us spending time with you, listening carefully and learning about your goals, aspirations and concerns, so we can understand exactly where your wealth stands today, and where you'd like it to be tomorrow. We help families prepare for future goals like college education and retirement expenses. We assist businesses and non-profit organizations with employee retirement plans and endowment management. We also help clients who are experiencing life transitions such as recent retirement, the loss of a spouse through death or divorce, job changes, and business sales. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. We pride ourselves not only in our delivery of the customized solutions that we develop based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation, but also the depth of understanding that our clients have in that solution.