The Brown Hurray Plantz Group

We work with a diverse clientele. Many are senior corporate executives, closely-held business owners and multi-generational families. Each relationship is firmly centered on a client's particular needs and priorities.Our capabilities are wide ranging, reflecting a holistic approach:Investment management Cash-flow analysis Retirement strategy Estate planning services Philanthropic strategies Access to banking and lending services through Bank of America, N.A.We recognize that clients encounter complex crossroads in their financial lives; we believe we are particularly skilled in navigating time-sensitive opportunities. For executives, these include concentrated and restricted stock strategies for monetizing equity positions. For business owners, we help prepare for liquidity events and the myriad of details and decisions that accompany a sale or transfer. And for multi-generational families, we view wealth with a tax-sensitive perspective, helping them structure and transfer wealth with forethought and deliberation.***"Clients rely on us for strategies and tactics that are thoughtfully devised and painstakingly executed. From hedging and monetizing concentrated positions, to the sale or transfer of family businesses, we distill complexity and establish the frameworks that clients need to move forward." - Anton R. Plantz, III***