Brownlee Wealth Management Company Profile, Contacts & Intelligence

Financial Services1725 Hughes Landing Blvd5 employees
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
5
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 2 visible contacts

Brownlee Wealth Management Overview

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

Headquarters
1725 Hughes Landing Blvd
Website
brownleewealthmanagement.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
tax planning NUA distribution planning Employer Stock Plans Income Planning Retirement Planning Risk Management Estate Planning Investment Management Financial Planning Fee-only Fiduciary

Brownlee Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.

Brownlee Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

N
Nathan Steele
Certified Financial Planner™
EP
J
Josh Matthews
Private Wealth Associate, Brownlee
EP

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