Home page hero banner
Money Purpose Investing™
Money Purpose Investing™
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Owner Consulting
As a business owner, you require a specialized approach to wealth management that balances your personal objectives with the interests of your company. Brownstone will work with you and your partners to identify the areas of your business that we can best serve your needs.
Non-Profit & Charitable
The partners at Brownstone Wealth Management have a long history of working both professionally and personally with charities and non-profit institutions.
Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Community Involvement
The members of Brownstone Wealth Management take pride in our community. Here are a few of the ways we are giving back. Check back here frequently for updates.
RI Community Food Bank
Brownstone Wealth Management is proud to have raised over $4,000 for the RI Community Food Bank.
Operation Stand Down RI
Brownstone Wealth Management is proud to contribute to Operation Stand Down Rhode Island.
100 Club Special Merit Award
Kirk Pickell presented Officer James Fitzgerald of the Narragansett Police Department with the very first 100 Club Special Merit Award for Community Service!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.