Financially successful individuals, families and family businesses face complex decisions when it comes to their personal financial matters.
Oftentimes, a trustworthy and reliable “quarterback” is absent from the relationship and your assorted advisors act independently without one true common objective.
At Brown Smith Wallace, we act as your objective “quarterback” to facilitate, coordinate and orchestrate a comprehensive approach to your personal financial planning activities.
What services comprise comprehensive financial planning? 
- Personal Goals
- Investment Return
- Income Tax
- Estate Planning
Personal Financial Planning addresses a complete scope of personal financial issues including:
- Asset allocation and investment planning/monitoring
- Compensation and benefit planning
- Education and major goal funding
- Estate planning and charitable giving
- Income tax planning
- Insurance planning
- Intergenerational cash flow planning
- Net worth analysis
- Retirement planning and cash flow analysis
- Single stock exposure management
Why should I engage
Brown Smith Wallace?
Brown Smith Wallace works hand-in-hand with you to help you define and achieve your goals.
The comprehensive management of all your advisors ensures favorable ongoing financial plan implementation and results.
Because we don’t sell securities, underwrite stock, provide investment banking services or hold equities in inventory, we eliminate potential conflicts of interest and offer our services on a fee only basis.
What else should
I consider?
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