Brown Wealth Management, LLC

Brown Wealth Management is a fee‑only investment adviser that serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, foundations and other charitable organizations, trusts, estates, and business entities. Its offered services include discretionary and non‑discretionary ongoing asset management, financial planning, pension consulting, recommendation of third‑party advisors, and non‑securities advice such as tax and insurance guidance.

The firm describes a customized, fiduciary approach that designs and revises portfolios based on each client’s investment objectives, risk tolerance, time horizon and tax situation, using data‑gathering documents and written investment policy statements as appropriate. Investment implementation and oversight draw on both fundamental and technical analysis across a wide product set — including mutual funds, ETFs, options, futures, REITs and privately offered securities — with quarterly account reviews and ongoing monitoring.

Noteworthy for an independent adviser, the brochure shows the firm manages roughly $98.8 million in assets while explicitly working with institutional‑type clients (pension plans) and charitable organizations — client types that are less common among independent firms. The firm also details pension‑plan capabilities such as IPS preparation, investment option selection, performance monitoring, participant education and individualized participant advice, and it may engage third‑party managers when appropriate.