Living life to the fullest is what keeps you looking for ways to balance wealth, experiences, values, time, and dreams.

Having a guide to listen to your intentions and understand your vision allows you to take your life to a new level of enjoyment and fulfillment; one with action instead of reaction, confidence instead of fear, direction instead of ambiguity.

Aligning your wealth with your vision, goals, and values is where your true living begins.

Discovery Call

Get the support you need to plan and build the life you desire for yourself, your children, grandchildren, and future generations.


Heritage Design

Research over time has shown that 90% of plans fail by the third generation. Financial planning and estate planning alone are not enough to beat the 90% rule. Our Heritage Design services put your family legacy on the path to success. You live life by a set of values that guide you. We help you through specific proven steps to design a legacy that will inspire, motivate, and preserve your family and finances for generations.

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Wealth Management

We don’t do a “one-size-fits-all” guide to wealth management. We work together with you to create a strategy and plan completely personalized to your situation, vision, values, and purpose. We set you on a path of living your life intentionally and help you preserve and improve your life wealth experience.

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How do I get started?

To get started, simply click the “Discovery Call” button to set up a short, 15-minute call with an advisor where we'll determine if our services are a fit for you. Next, we'll set an introductory meeting to determine your goals, values, purpose, and desired legacy.


  1. Discovery Call – A 15-minute no-cost call with an advisor to discuss your situation and which service option works best for you.
  2. Introductory Meeting – Meet with an advisor to assess your current situation and get clarity around where you are right now, values, purpose, and where you want to be.
  3. Life Goals – We’ll ask thoughtful questions and help uncover potential issues you may not have considered to help you define your financial, life, and legacy goals.
  4. Align Life and Wealth – Having clearly defined what's important to you, we'll work with you to create and implement a strategy to move your vision forward.
  5. Manage Your Wealth – We'll manage your assets and monitor your wealth as it grows, keeping our fingers on the pulse and an eye on your vision, purpose, and legacy guiding you on your path.

Everyone wants to feel confident, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.

Experience a new way to achieve clarity of your vision and future with actions that get you closer to your dreams. Brown Wealth Management can guide you on your journey to living a life well lived. Set up your discovery call today.

Discovery Call

Start Aligning Your Wealth and Life

Sometimes a soft nudge is needed to get you thinking of or acting on what you know you need. After you begin experiencing results from your actions, you open the door to more possibilities. We have just what you need to get the momentum started: download the Heritage Design assessment below and begin the process of making changes to impact your desired outcomes for your family, purpose, and wealth.

Download Heritage Design Assessment

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