Brownlee Wealth Management

Brownlee Wealth Management is a fixed fee RIA. We help you simplify your investments, lower your taxes, and grow your family's wealth. Our background and expertise is?in helping oil and gas professionals and soon-to-be retirees with their financial plan. Most of our clients have complex compensation structures, stock options, defined benefit (pension), and defined contribution (401k) employer-sponsored retirement plans. We help these families organize their estate plan and navigate the tax code to dramatically lower taxes over the coming decades. We then plan for income in retirement and establish an evidence-based portfolio tailored to the best interests of the client. You can schedule an introduction call at?https://www.bwmplanning.com/schedule-appointment

网站

https://brownleewealthmanagement.com

Brownlee Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

The Woodlands，Texas

类型

私人持股

领域

tax planning、NUA distribution planning、Employer Stock Plans、Income Planning、Retirement Planning、Risk Management、Estate Planning、Investment Management、Financial Planning、Fee-only和Fiduciary