About Us

How We Work

D.S. Brown Wealth Advisors is a wealth management firm built upon providing great advice to a number of select clients. With our help, clients can build a sustainable financial future and a legacy for their families. We help clients with net worths of 1.5 to 2 million dollars and an average investment portfolio of $750,000. At our firm, the clients know the decision-maker and can speak with him whenever they need to. We do not package our clients as saleable assets to other firms. Once a client, always a client.

Our Primary Purpose

D.S. Brown Wealth Advisors is a firm built on providing white glove service to our clients. We’re a small firm that helps our clients dream big. We provide wealth management services to help everyone we serve build their retirement, grow their wealth, and leave a legacy for their children. 

We’ll help you dig into the hardest questions to determine the right path forward for your portfolio. We’ll help you determine what risks you’re willing to take to achieve the results you desire. From retirement planning to your kids’ education, we can help you find the solutions you need.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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