Brownlee Wealth Management exists to bring clarity to your financial life.
Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX. The firm was born out of a desire to provide exceptional advice for a select number of families coming from O&G/Petrochemical companies.
Expertise in Oil & Gas/Petrochemical Retirement Planning. Coming from a large brokerage firm where I advised on $350 Million in client assets, I learned first-hand how to deal with the complexities of O&G benefits. Just like the CFP® Board teaches, financial planning goes far beyond merely picking a list of mutual funds. Having an eye on estate planning, tax planning (NUA and Roth conversion analysis), risk management, and retirement/college planning is critical.
Fee-Only. We serve our clients as a fiduciary and do not earn commissions or kickbacks of any kind.
Retainer Pricing. We want to remove as many conflicts of interest as possible. When an advisor charges 1% of your assets, it may be difficult for them to advise you on how to take your pension or whether or not you should invest in real estate. In addition to this, many O&G retirees are paying $50,000+ in investment fees every year. This puts a direct strain on your long-term net worth.
In short, we help families organize their estate plan and navigate the tax code to dramatically lower taxes over the coming decades. We then plan for college funding and income in retirement. Finally, we establish an evidence-based portfolio tailored to the best interests of the client.
Hi! I’m Justin. I’m a fee-only financial planner who enjoys studying how life, investments, estate planning, and the tax code merge together.
When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids: J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly.
Designations and Affiliations:
We understand how important financial security is as you prepare for retirement. Set yourself up for the future with a financial plan you are confident in.
Hi, I’m Jared. Financial Planning is all I know. I’ve spent my entire professional career in the industry and have loved every minute of it. I get excited about helping people leverage money for more purposeful living.
Outside of work, you can find me outside (usually on a bike) or traveling to visit friends in one of the five states I’ve lived in. My wife Erin and I share the same birthday and passion for adventure. We recently spent some time living in Honduras on my family’s mahogany farm. We love trying new things, meeting new people, and anything else that gets us out of our comfort zone.
Designations and Affiliations:
Hi, I’m Nathan. Financial planning is my second career after spending 8 years as an energy professional with Koch Industries. The opportunity to help others reach their goals through financial planning was too enticing to resist.
Although originally from Kansas, I married a Texan and fully embrace my new home. My wife, Cassidy, and I love exploring restaurants in the Houston food scene. In my spare time you can find me staying active at the local gym, chasing the dogs around the backyard or wishing I was on a golf course. I like to think I’m equal parts avid reader and sports nut.
Ready to work with us? Book your complimentary 15 minuted introductory phone call.