History
Brownlee Wealth Management exists to solve some of the biggest problems Wall Street has created. -We are a fiduciary to our clients at all times and receive no commissions or kickbacks from 3rd parties. -We look at your entire financial picture. Building a portfolio without regard to your estate plan or tax situation causes you problems. -We have a drastically different fee structure than Wall Street. Paying investment firms 1%+ to manage your portfolio can end up costing you 1/3 of your portfolio throughout your retirement. Don't make that mistake.
Specialties
We help O&G professionals bring clarity to their financial life. We help you simplify your investments, lower your taxes, and grow your wealth.