Brown and Company, Inc.

High-net-worth individuals face unique tax challenges—but with the right strategies, they can optimize their financial position and preserve wealth across generations. From tax-efficient investment structures and charitable giving to estate planning and business exit strategies, a proactive approach is essential. At Brown and Company, we help our clients navigate complex tax considerations by integrating wealth management with smart tax planning. Our team works alongside CPAs and estate attorneys to implement tailored strategies that minimize liabilities while aligning with long-term financial goals. Follow this series for key tax strategies to mitigate your taxes. With Brown, You'll Know! #TaxPlanning #WealthManagement #HighNetWorth #WithBrownYoullKnow

We are proud to announce that Mark Brown has been recognized as one of the Top 15 Wealth Advisors in Colorado and among the Top 1200 Wealth Advisors in the Nation for 2025! This achievement is a testament to our unwavering commitment to serving our clients with excellence. We are incredibly grateful to our clients for their trust and partnership, and we remain humbled by this recognition. At Brown and Company, we strive to provide financial clarity, strategic planning, and long-term guidance to help our clients achieve their goals. With Brown, You'll Know! #barrons #BarronsRanked?Barron's Advisor https://lnkd.in/dwCGChcA

Your financial situation isn’t static—neither should your investment strategy be. As life evolves and markets shift, regularly monitoring and adjusting your portfolio is key to staying on course. - Has your risk tolerance changed? - Are you approaching a major life milestone? - Are market conditions signaling a need for rebalancing? At Brown and Company, we take the guesswork out of adapting to life’s changes. Through annual portfolio reviews, we ensure your investments remain aligned with your goals, helping you navigate market shifts and personal milestones with confidence. When was the last time you reviewed your portfolio? With Brown, You'll Know!

Consistency is the foundation of investing. Just like a small snowball rolling downhill, steady investments can grow exponentially over time. The key? Time in the market, not timing the market. By reinvesting returns and staying committed to your plan, you allow compounding to work its magic—turning disciplined contributions into momentum that supports your long-term financial goals. At Brown & Company, we help clients stay the course, ensuring their investments align with long-term goals. - Stay invested. - Trust the process. - Let compounding do the heavy lifting. Not sure about your investment journey? With Brown, You’ll Know!

At Brown and Company, understanding your risk tolerance is key to building an investment strategy that works for you. Through a personalized risk tolerance questionnaire and open conversations with you, we assess your comfort with market fluctuations and tailor your portfolio accordingly. Whether it’s stocks for growth or bonds and fixed income for stability, your strategy should reflect your goals and preferences. Not sure what your risk tolerance is? With Brown, You’ll Know! Follow our series, "The Investment Journey," for key insights.

At Brown and Company, your financial journey begins with clarity. By identifying your goals and uncovering your unique financial landscape, we help you build a customized investment strategy. We take the guesswork out of wealth management by creating an easy to understand and clear path toward your desired financial future. With Brown, You'll Know!

Whether you’re just starting out or already well on your way in your investment journey, navigating the financial landscape can feel overwhelming — but it doesn’t have to be. At Brown and Company, we specialize in helping high-net-worth individuals achieve clarity and confidence in their financial decisions. We’re excited to introduce our new series: The Investment Journey. Over the next four posts, we’ll cover essential topics to guide you through the key stages of successful investing: 1?? Understanding your risk tolerance 2?? Building a diversified and well-allocated portfolio 3?? Harnessing the power of compounding and long-term planning 4?? Monitoring and adjusting your portfolio Follow along to gain insights that take the guesswork out of investing. With Brown, You’ll Know! #WealthManagement #InvestmentJourney #FinancialPlanning

Happy New Year from Brown and Company! As we step into 2025, we want to take a moment to thank our clients, colleagues, and community for trusting us as your wealth management partner. This past year, we've had the privilege of guiding you through important milestones and helping you plan for a brighter future. The New Year brings new opportunities, goals, and dreams, and we're here to support you every step of the way. Let’s make 2025 a year of growth, prosperity, and success—together. Wishing you and your loved ones a joyful, healthy, and prosperous New Year!

When it comes to investing, the more you know, the less intimidating it becomes. At Brown and Company, we believe that knowledge transforms uncertainty into empowerment. Investing is deeply personal. The strategies you choose should reflect your income, age, risk tolerance, family situation, and unique goals. Our mission is to craft investment strategies that truly align with your aspirations. Our team specializes in creating personalized investment plans tailored to your circumstances. Using clear, easy-to-understand models, we simplify complex financial decisions — so you can feel confident and in control of your financial future. With Brown, You’ll Know!