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SERVICES

We’ve seen it time and time again. Well-intentioned and good people become overwhelmed by the complexity of wealth, and put off key decisions, for fear of making a mistake.

You have one life to live. We all do. Deep down, you know you’re called to make your greatest impact with the resources you’ve been entrusted.

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At Joss Brown Wealth Advisors, we help clients find the freedom they need to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.

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It starts with our partnership – because that’s how we see the relationship with our clients. It launches with a purpose driven plan. It continues with the ongoing organization and smart decision making with your money.

Financial Planning

Collaborate with us to make better financial decisions. We bring more confidence to your financial life by developing and implementing solutions in areas of concern. As part of our holistic planning process, we work with key players on tax efficiency, estate planning, and insurance planning.

Investment 
Management

Manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. We consider the tax consequences, your risk capacity, and risk tolerance, in developing investment recommendations.

Non-Profit and Corporate Solutions

Evaluate your company retirement plans, endowments, and non-profit investment portfolios by partnering with a true fiduciary to work with you or your board of directors. We will evaluate investments for diversity, performance and cost, while ensuring  company retirement plans are within compliance guidelines.

SERVICES

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RISK MANAGEMENT & INSURANCE PLANNING

RISK MANAGEMENT & INSURANCE PLANNING

  • Insurance Coverage Evaluation

  • Company Benefit Planning

  • Survivor Needs Planning

  • Annuity Evaluation

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FINANCIAL

PLANNING GOALS

  • Cash Flow & Debt Analysis

  • Lifestyle Goals & Life Planning

  • Real Estate Planning & Relocation

  • College Planning

  • Charitable Giving

  • Continuing Care Communities & Retirement Homes

FINANCIAL PLANNING GOALS

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RETIREMENT & INCOME PLANNING

  • 401k, TSP, 401b, ROTH, IRA, Stock Options

  • Pension Planning

  • 529 Plans

  • Social Security

  • Medicare Planning

  • Retirement Plan & Cash Flow Projections

RETIREMENT & INCOME PLANNING

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INVESTMENT PLANNING

  • Portfolio Building

  • Reallocation & Rebalancing

  • Investment Choices

  • Social & Responsible Investing

  • Client Investment Education

INVESTMENT PLANNING

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TAX & ESTATE PLANNING

  • Asset Transfer

  • Tax Efficient Investing & Rebalancing

  • Estate Planning Funding

  • CPA & Attorney Teamwork

  • Required Minimum Distributions

TAX & ESTATE PLANNING

HOW WE WORK

SCHEDULE A CALL
In this initial conversation, we’ll help you clarify the questions on your mind, as well as give you a sense of our unique and personalized approach to financial guidance.
 

EXPLORATORY MEETING
We’ll organize the many layers of your financial world and help you establish your most meaningful priorities moving forward. You’ll feel a sense of confidence and direction while getting the advice you need to manage your money.
 

MAKE YOUR GREATEST IMPACT 
No matter where life takes you, feel secure knowing you have a plan in place. From day one, we’ll help you make smart choices to benefit the causes and people you love, both today and tomorrow.

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