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
Company Details
- Employees
- 5
- Address
- 1725 Hughes Landing Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- tax planning, NUA distribution planning, Employer Stock Plans, Income Planning, Retirement Planning, Risk Management, Estate Planning, Investment Management, Financial Planning, Fee-only, Fiduciary.
- HQ
- The Woodlands, Texas
Brownlee Wealth Management Questions
Brownlee Wealth Management's website is https://brownleewealthmanagement.com
Brownlee Wealth Management's LinkedIn profile is https://www.linkedin.com/company/brownlee-wealth-management
Brownlee Wealth Management has
5 employees.
View email and phone details for 5
employees at Brownlee Wealth Management.
Brownlee Wealth Management's industry is
Financial Services
Brownlee Wealth Management's top competitors are
San Marcos Hays County Ems,
Greeky,
Pwrdetroit,
Position Wealth,
Aig Technical Services, Llc,
Bumper Lanes,
Black River Capital,
Swell Advisory,
Catalyst Financial Group Llc Houston,
Cushman & Wakefield.
Brownlee Wealth Management's categories are Financial Services
