Brown Wealth Strategies, Inc.



Brown Wealth Strategies, Inc.


About Us


Precious Metals


Exchange Traded Funds


Professional Alliances


Services


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Brown Wealth Strategies, Inc.

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  




Investment Management Services

We will help you analyze your current portfolio and your personal risk tolerance level. If you are responsible for an Institutional Portfolio, we will also assist you in the development of an Investment Policy Statement.

GAMES

 





Planned Gifts


Charitable Administration
Planned Giving Programs

Through American Preferred Services, Inc., we administer on behalf of charitable organizations Charitable Gift Annuities, Charitable Remainder Trusts and Pooled Income Funds.

We will also administer these programs for professional advisors, including attorneys, accountants, financial advisors and insurance counselors. We can tailor a marketing program specifically for your organization or practice.

We also manage the reserves and trust principal through Brown Investment Advisors, Inc.



  • Charitable Gift Annuities

  • Charitable Remainder Trusts

  • Pooled Income Funds


Price: Fees based upon Program Design.









Brown Wealth Strategies, Inc.
Your "Competitive Edge"


Brown Wealth Strategies, Inc.  |  About Us  |  Precious Metals  |  Exchange Traded Funds  |  Professional Alliances  |  Services  |  Service Objectives  |  Contact Information  |  Links  |  Star Registration  |  Leadership Analysis  |  Financial Games



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