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Brown Wealth Strategies, Inc.
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George P. Brown CLU, ChFC, CPhD
Brown Wealth Strategies, Inc.
P. O. Box 605
190 Bethlehem Pike, Ste One
Colmar, PA 18915
advisor@pobox.com
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Offering a "Competitive Edge"!
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We are totally dedicated to helping you find and implement the most advanced methods of building and preserving estates for High Net Worth Families. The network of Professional Advisors that support our efforts is the most extensive in the country.
In addition to referrals from our existing clients, our most important sources of new business are Money Managers, Charitable Institutions, Attorneys, Accountants, Financial Advisors and Insurance Counselors.
This is due to the unique position we enjoy of being able to provide "Leading Edge" Services which are generally not available in the "one source" system we offer to professional advisors.
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Strategic Alliances with Domestic and International Firms
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Domestic Alliances
- Investment Advisory and Securities Firms
- Investment Banking Firms
- Charitable Organizations
- Money Management Firms
- Prime Brokerage Firms
- Marketing Organizations
- Law and Accounting Firms
- Trust Companies
- Employee Leasing and Benefit Programs
International Alliances
- Law Firms
- Administration Firms
- Hedge Fund Managers
- Executive/employee Leasing and Benefit Programs
- Fully Tax-Deductible Non-Qualified Deferred Compensation Plans
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Brown Wealth Strategies, Inc. has gained a reputation for helping clients to invest their Social Capital through innovative planned giving programs.
We can help you offer planned giving services and investment management services to your clients. This capability enables you to provide a full set of services to clients and other professionals, and will help you maintain and build assets for the future.
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