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.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Insurance Planning
Janney offers a variety of insurance solutions to help meet your individual needs and preferences, and we can help you understand which options best fit your unique circumstances.
Tax-Efficient Investing
Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
