Santa Rosa 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
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Free 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.
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