.png)
Did your advisor review your tax return?
Does your advisor charge a fixed annual fee or a percentage-based fee?
Is your advisor a generalist who works with all sorts of clients and asset levels? Or does your advisor have specific experience with your situation and your asset level?
Does your advisor have hundreds of clients—or dozens of clients?
Brownlee Wealth Management was born out of a desire to provide exceptional advice for a small number of families coming from Oil & Gas companies.
The median number of clients per advisor at the top 10 firms, according to Barons, is 112.
Our current number is about 25. Our maximum number is 40.
Wall Street has made investing confusing. They’ve cluttered your finances. And they’ve done this while racking up a larger tax bill for you. Not only this, Wall Street has actually lobbied Washington for years so they can continue in this way! Brownlee Wealth Management exists to change this.
Wall Street has made investing confusing. They’ve cluttered your finances. And they’ve done this while racking up a larger tax bill for you. Not only this, Wall Street has actually lobbied Washington for years so they can continue in this way! Brownlee Wealth Management exists to change this.
All great planning starts with your tax return. From that central document flows every opportunity in your financial plan. In the short term, we can figure out what steps can lower your taxes on your next return.
But in the long-term it produces our highest level work: Mapping out your next 20 tax years, understanding what your current lifetime tax rate looks like, and finding actionable items to lower your lifetime taxes—hopefully by 7+ figures.
Your estate plan has significant long-term consequences. Which assets should be in your estate vs. outside of your estate? Should you be executing an annual gifting strategy to slower move assets out of your estate? And if so, what entities should be the vehicle to execute this?
But your estate plan also has immediate consequences. What entities should own each of your assets today? How should your beneficiaries be structured to navigate immediate needs and long-term tax rates?
Every investment decision has 40 year consequences.
With that in mind, we employ an evidence-based approach tailored to your best interests.
And rather than focusing on an account-level, we take a universal approach—assessing how your ideal portfolio can be located across accounts workplace accounts, brokerage accounts, and alternative assets.
Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX. We exist to bring clarity to your financial life because when you simplify your investments and lower your taxes, your family’s wealth grows.
There shouldn't be any confusion about how much you're paying your financial advisor, and more about our fees can be found here
~95% of our clients are working at (or retiring from) a major oil & gas company in the United States
In short, we put your best interests above all else (it sounds like it should be standard, but unfortunately it's not)
We do more than manage investments. We're financial partners that help you successfully retire & live your best life.
A quick breakdown of working with Brownlee Wealth Management
During this step, we spend fifteen minutes discussing what you’re looking to accomplish and whether our firm is a good solution for you. You’ll leave this call knowing what the financial planning process looks like, how we operate as an Investment Advisor, and any other questions you may have. If it makes sense for us to continue the conversation, we’ll move to step two.
During this step, we talk about tangible opportunities to optimize your investments, lower your future taxes, and organize your financial life. The goal of this meeting is for both of us to figure out if we can provide significantly more value than the fee we charge. Feel free to bring documents that gives insight into your current financial situation (tax return, statements, balances, Social Security estimate, budget, etc.)
In this step, we provide a one page summary that outlines the areas we’re excited to help you with and a direct price quote. This helps you see how we will advise in the defensive portions of your financial life (mainly estate planning and insurance) and the offensive portions (tax planning and retirement planning). You will also see how we build portfolios and manage your investments.