Marin County Wealth Management Services
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.
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.
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.
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.
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Your Path To Prosperity Starts Here
Ready to get started on the path to financial prosperity? We are always accepting new clients and would love to hear from you.
Please fill out the adjoining contact form and we will get back to you as quickly as possible. Please provide as much detail as you can, and let us know if you have any specific goals you are trying to accomplish.