Home page hero banner
Money Purpose Investing™
Money Purpose Investing™
![hero-img Hero Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/952/d658230a807a4030a7790413d1a02a76.png)
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 Who We Are Card Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/ebc3ed93bc7548cf93c5d62f7c00b1fb.jpg)
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 Who We Are Card Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/468550415bfa42a59f0974d8f21e28c6.jpg)
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 Who We Are Card Image](/sites/default/files/2022-11/Online%20Access.jpg)
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 Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/57cb6c1be8d74846bba8c8c53ff95ff3.png)
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 Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f4803719f6f9485e8b1590e6fb1bf775.jpg)
Operation Stand Down RI
Brownstone Wealth Management is proud to contribute to Operation Stand Down Rhode Island.
![100 Club Special Merit Award Community Involvement](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/9b25f91aea8e453c80b22d0b1710ac5f.png)
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.
![Recent Event: Janney's 2024 Mid-Year Market Update Event Image](/sites/default/files/2024-05/PCG%20-%20June%20Market%20Update%20Virtual%20Seminar%20Image%20-%201033451-0323.jpg)
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
![Recent Event: Cybersecurity Event Image](/sites/default/files/2024-03/iStock-1279862993.jpg)
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
![Recent Event: Tax & Estate Planning Event Image](/sites/default/files/2023-09/PCG%20-%20Oct%20Tax%20%26%20Estate%20Planning%20Virtual%20Event%20-%20Web%20-%201169974-0823.jpg)
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2024
![recent-update-card-img Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
![July Investment Perspectives Research Photo](/sites/default/files/2024-07/iStock-1182811599.jpg)
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
![Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts Research Photo](/sites/default/files/2024-07/status-and-investment-implications-of-infrastructure-clean-energy-and-semiconductor-spending-acts---web.jpg)
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
![Here’s What You Can Do to Prevent Check Fraud Research Photo](/sites/default/files/2024-07/iStock-865527674.jpg)
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
![office-img Office Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/de2b78199a884ae68f783c4bcd6c50a4.png)