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 Walking Dead – Diversification
Are you part of the walking dead? Did you make that mistake this year and hold a diversified portfolio? Before you go running to the "All You Can Eat S&P" buffet, take two minutes and read about it. Asset allocation is the process of diversifying your portfolio...
Life Insurance Beneficiary Mistakes
The beneficiary on life insurance policies can have unintended consequences. Avoid these common mistakes.
Two Minute Tax Tips for Year End
Year end tax reminders not to forget, including Roth conversion, Contribution Limits, Phase-out Limits and Capital Gains.
We are ready to answer your questions!
Updates
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!
The Walking Dead – Diversification
Are you part of the walking dead? Did you make that mistake this year and hold a diversified...
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