Brown Wealth Management Group

At the Brown Wealth Management Group, we recognize that each of our clients are unique.  You deserve a unique approach designed specifically for you.  That's why we believe a personal approach to investment and wealth management produces the best results.  Wealth management is a comprehensive approach to helping you achieve the goals in life.  It gives you the confidence you need to make sound financial decisions plus the freedom to live life the way you want.  It provides a solid framework for your future by addressing all aspects of your financial situation at each stage of your life.  Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle and create your legacy.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Lifestyle Planning

Wealth management is an ongoing process to help guide you and your family through each stage of life.

Accumulating Your Wealth - Growing your assets. Together we develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.

Converting Your Wealth - Creating an income stream. We put strategies in place to help maximize your after-tax retirement income. We will help you determine which types of income-producing investments are most appropriate for you.

Protecting Your Wealth - Maintaining your assets. To help protect your financial well-being, we will implement proven strategies to reduce risk. Our goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or your current lifestyle.

Transferring Your Wealth - Creating a legacy. Working together with your professional advisors, we will help create your legacy for family and charity, while addressing your tax obligations and debts.

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