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
Heartbleed Facts and What To Do
Heartbleed is serious. What is it? The Heartbleed Bug is a vulnerability in the popular OpenSSL cryptographic software library. It allows stealing the information protected, under normal conditions, by the SSL/TLS encryption used to secure the Internet. SSL/TLS...
Tax Bracket Strategies
Now, more than ever, tax bracket utilization strategies have become key planning issues with my clients. Bracket utilization is a term to describe flying under the radar of higher tax brackets. You start by calculating your long-term tax rate (out to 15 years), assuming it’s below the 39.6% threshold, and use strategies to keep it below the higher brackets. In addition, you look for ways to fill up the current year tax bracket right up to the last dollar. Why? Suppose your income moves your tax bracket up 10% next year, then you will need to beat 10% to make it a good deal for deferring that income.
Chefs Who Don’t Eat Their Own Cooking
For these well-known financial companies, their proprietary funds really mean “Cooking so good, we sell it to clients, but not eat it ourselves!
We are ready to answer your questions!
Updates
Heartbleed Facts and What To Do
Heartbleed is serious. What is it? The Heartbleed Bug is a vulnerability in the popular OpenSSL...
Tax Bracket Strategies
Now, more than ever, tax bracket utilization strategies have become key planning issues with my clients. Bracket utilization is a term to describe flying under the radar of higher tax brackets. You start by calculating your long-term tax rate (out to 15 years), assuming it’s below the 39.6% threshold, and use strategies to keep it below the higher brackets. In addition, you look for ways to fill up the current year tax bracket right up to the last dollar. Why? Suppose your income moves your tax bracket up 10% next year, then you will need to beat 10% to make it a good deal for deferring that income.