1200 Ashwood Parkway
We specialize in helping UPS employees and retirees from UPS in major areas that a client needs help with such as... income planning, protection of assets, insurance needs, stock option planning, equity and mutual funds, ETF investing, IRA's, ROTH IRA's and 401(k) plans, We stay well informed on the UPS compensation structure and benefits due to how closely we work with our clientele. This relationship enables the UPSer to spend more time enjoying the achievements of their life and work.
Each one of our valued clients will have a dedicated personal Adviser to primarily work with. Your adviser may call in a specialist to help in certain cases. Each client will have access to a Client Concierge and a Planner under the supervision of your personal Adviser. This process allows our clients to feel secure knowing that they will get the attention they deserve.
We subscribe to the former advertising slogan "What can BROWN do for you?". This is where our name Brown Group Planning was derived from. By helping out UPSers we have a simple strategy that we follow day in and day out. Provide a client experience based upon trust and comfort, listening and understanding, responding and following through.
Our personalized approach to wealth management helps us to evaluate and coordinate each client's financial needs and goals (Financial Planning), manage assets and execute strategies to pursue specific goals, (Investment Management) and support efficient wealth transfer across generations (Estate Planning). This process gives our clients a clear understanding of where they are in their financial life and where they are headed.