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The team at Brownstone Wealth Management consists of industry professionals with over 75 years of combined investment management experience. Below you will find links to the full biographies of each of our team members. Each individual brings unique experience to Brownstone Wealth Management. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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.
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.
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.
Salvatore Tocco has been involved with the Alzheimers Association in various capacities for past 15 years.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.