Brown Wealth Management Group

Bob definitely knows how to enjoy beautiful, sunny San Diego. Biking, golfing and outdoor dining. #sandiegolove #sandiegolife #livingabovetheline

Jeff was struck by this - a good thought on how to strip out the "noise" and focus.

Alex, our newest Associate Wealth Advisor, getting a quarantine haircut. Who else is happy that salons have reopened? #quarantinelife #tbt #encinitas

Coffee in the veins, investments on the brain. #mondaymood #backtothegrind #butfirstcoffee

Clients will be emailed slides and sign-on info a few days before the event. We hope to see you there!

Happy Friday! Pat's niece, Alina, came to stay at his house for her first overnight visit without her parents. Here she is all dressed up for a day at the beach. Pat's not pictured but he promises he was wearing the exact same outfit. #beachday #sandiegolife #safetyfirst

Associate Advisor, Tyler Sterk, went on a family trip to Minnesota for some epic water fun! #wakeboarding #familytime

Colin shares why a Roth conversion might be a "better way to IRA", especially for high earners that might not otherwise be able to contribute to Roth IRAs. Check it out: https://brownwealthmgt.com/roth-conversion/

Colin isn't the only BWM team member getting some fishing in. Jeff did some fly fishing in the Wasatch last weekend! #getoutside

Colin got some fresh air and spent a week in Victor Wyoming fishing, hiking, and exploring the Tetons. Here’s a rainbow trout he caught fly fishing on the Snake River, not a big fish, but a fish nonetheless! #fireupthegrill

We love sharing info-rich content! Our latest is a ~10 minute interview with Pat Ford and local San Diego attorney Teddy McNamara and they discuss the answers to some of client's most commonly asked questions about estate planning. Watch the full video here: https://brownwealthmgt.com/estate-plan-san-diego/

Tyler is out of office this week celebrating his honeymoon with new wife, Elycia! They got married on Saturday and virtually shared the ceremony via YouTube Live. Congratulations Elycia and Tyler! #justmarried