Santa Rosa Wealth Management Services
Financial Planning
Regardless of where you want to go in life, there’s a good chance that getting there will require at least moderate financial resources. At Miles Brown Asset Management, our financial planning starts with a conversation about your goals, how you want to achieve them, and how long you want it to take.
With those things in mind, we develop a plan that includes things like tax planning, risk management, philanthropic giving strategies, succession and wealth transfer, liquidity and debt management, and much more.
Investment Management
When it comes to investments, we opt not to focus too closely on the daily moves of the markets, and instead look to play the long game. Our goal isn’t to beat the market any one year, but rather to deliver consistent returns for our clients over time.
We do not use leverage, margin, or any types of derivatives. Each portfolio is transparent so that you can see clearly what you own. Additionally, every client account is managed separately from one another to preserve the integrity of the plan. Learn more here.
Retirement Planning
Our retirement planning strategies are based on understanding the quality of life you’d like to have once you’ve retired, and then to work backwards from there. It’s important to include all options, including things like Social Security, distributions from retirement accounts (401k), pensions, income from rental property, savings, etc.
Once we’ve determined the best course of action, we’ll help keep you on track to meet your goals so that when you’re ready to stop working, you’ll be able to keep living without worrying about money.
Daniel Brown
Founder
Prior to starting Miles Brown Asset Management, I spent 10 years at Washington Mutual/JP Morgan Private Client, RBC Dain Rauscher and Wells Fargo Advisors.
I am a current member of the Silicon Valley chapter of the Financial Planning Association and I am also currently enrolled in the Personal Financial Planning certification program at the University of California, Los Angeles.
Learn About Financial Planning, Investment Management, And Retirement
We firmly believe that every client that decides to work with us should have as much knowledge about the process as possible. Honesty and transparency are of the utmost importance to us, and we strive to provide our clients with the tools and information they need to make smart choices.
4 Smart Things To Do With Your Tax Refund
Last year, the average tax refund was $2,899. For most households, that’s a sizeable amount of money that can be put to good use. Regardless of if you’ve already gotten your refund or are still waiting for it, it’s a good idea to have a plan for it. The...
read more
What Is a Brokerage Account?
The world of investing includes a lot of unique vocabulary. Some of it is fairly straightforward, while other parts can be almost indecipherable. One of the most basic and important terms in investments is a brokerage account. Understanding what a...
read more
5 Common Myths About Retirement Savings
One of the most common reasons that people end up not having enough retirement savings when they get to retirement age is a general lack of knowledge about the topic. Even worse, many people get bad or misleading information early in life that prevents...
read moreFree Financial Planning Consultation
Would you like to speak with a financial planner about your specific needs? If so, we'd love to hear from you! You can book a free phone consultation with us right now by clicking "Schedule An Appointment".
Once you've picked an available day and time, and provided your contact information, your appointment will be booked. If you have any questions, or need to change your appointment, please call us at (707) 595-8702. We look forward to speaking with you.
Choose a day and time
Provide your contact info
Get professional advice