Brown Wealth Management is an independent, Fee-Only financial planning and investment management firm serving Excelsoir, MN and has been named a Twin Cities Five Star Wealth Manager for multiple years.
The Brown Wealth Management team follows a fee-only, fiduciary standard, providing holistic and values-based financial planning to a select group of successful business owners and professionals. We have offered objective financial planning and investment advice around Excelsoir, MN since 2002. We take the time to understand what is important to YOU and help create a plan that is aligned with your purpose and goals.
We are never paid commissions or referral fees. We don’t sell you loaded mutual funds or whole life insurance or other products that are not in your best interest. Our focus is on you.
Our services encompass far more than just investment advice. We take a holistic look at your financial situation, offering comprehensive guidance designed to help you live a life in tune with your values and purpose. To do that, we offer several levels of service.
Comprehensive Wealth Management
- Creation of a lifetime written financial plan
- Retirement Planning
- Family Business Planning
- Cash Flow Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Charitable Giving Planning
- Professional portfolio management
- Integrated investment and tax planning
These services can be customized to address your needs and circumstances.
If you are looking for assistance in the Excelsoir, MN area call us at 952-303-6715. Brown Wealth Management is a Fee Only Financial Planner and NAPFA Member serving Excelsoir, Minnesota
- On-going portfolio monitoring and rebalancing
- Tax-Loss Harvesting
- Low-Cost, Tax Efficient Investments
- Globally-Diversified Portfolios
- Coordination of services with our network of professional partners