Available to discuss your financial needs
Brown Wealth Management
Offering Fee-Only Investment Advisory Services
Phone
(770) 918-0702
Office
931 Commercial Street Northeast
Conyers, GA 30012-4537
Advisor Model
- Fiduciary
- Advice
- Transparency
- “Financial Advisor” at a registered Investment Advisor (RIA)
- 3rd party custody
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.
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.
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.
Potty Reading?
Brwon Wealth Management
Recent Posts
The Fuss Over Fiduciary
I wrote an article back in November, 2009 titled “The F word you need to know” that discussed why a fiduciary standard was being hotly contested among policy makers and lobbyist as part of the Wall Street Reform Bill. A fiduciary is someone who puts your financial...
Know Your Deductions at Tax Time
Of all the things I would like to write about, like the impending downgrade of U.S Treasuries, bond investing or IRA rollovers, Michelle Kim asked me to write an article about tips for filing your taxes. Michelle, I would rather count fire ants in my yard but here...
Life Planning Resolutions
I’ve put together a list of resolutions for you to consider for the new year. The term “Life Planning” encompasses the human side of financial planning by discovering the client’s most valued goals and setting in place the blue print for them to pursue their...
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Updates
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