Available to discuss your financial needs

Brown Wealth Management

Offering Fee-Based Investment Advisory Services

Phone

(770) 918-0702

Office

931 Commercial Street Northeast
Conyers, GA 30012-4537

Broker Model

  • Suitability
  • Transactions
  • Disclosure
  • “Financial Advisor” at a brokerage house
  • In-house custody

Who we are

We help people solve problems.

Fiduciary Advice

Fiduciary standard lets you know who works for whom. Why is this important? A fiduciary is someone who puts your financial interest ahead of his or her own.

Entrepreneurs

Many of our clients are entrepreneurs with growing businesses, and as a result, they face a variety of issues that need to be addressed. Read more

Single Women

You may be single by choice or Plan B.  We hope some of the information here helps you. Read more

401k Toolkit

If you currently sponsor a plan, or are considering it, your level of knowledge will have a direct impact on investment returns and liability exposure.

Retired or Getting Close

You might have worries about the markets affecting your retirement? Or maybe you haven’t given much thought about a meaningful retirement plan until now.

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Investors

We believe that the best way to help clients meet their investment goals is to design, implement, and monitor an investment plan based on their unique risk tolerance and investment goals.  The best investment plan is one based on an intelligently and professionally diversified portfolio.

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IRA Smart Decisions

Contribution and Phase Out Limits, Do’s and Dont’s and Planning Ideas

Growing Families

We understand the demands of a busy family, crazy schedules and little time.  After all, we each have 5 children.  Managing all the kids’ activities leaves little time to focus on financial planning.  We’re here to help you prioritize and establish long-term goals.

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Potty Reading?

My newsletter is called “Potty Reading” because it covers a smorgasbord of interesting and entertaining topics. Stay informed, on many things. Click to Subscribe   Archive Past issues here

Brwon Wealth Management

Recent Posts

The Nasty 3.8% Investment Tax

The Nasty Tax Here we are, 2 years after getting rooked with a 5 dimensional tax system, and many people are still unaware of the Nasty Tax: 3.8% Net Investment Income Tax (NIIT). I think the IRS used Wal-Mart pricing strategy with 8’s when they derived the number so...

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