Brownlee Wealth Management
Brownlee Wealth Management exists to bring clarity to your financial life. 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.
Schedule an introduction call at https://www.bwmplanning.com/schedule-appointment or you can fill out the form on this page.