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Pleasant, Prompt, Proactive, Painless Wealth Management

If you’re like many high-net-worth individuals, you demand exemplary wealth management service. You want a team of financial advisors that will handle your investments with care and precision—and you expect a prompt, proactive approach to all communication and transactions.

At Brown | Miller Wealth Management, we pride ourselves on providing a proactive white-glove level of customer service to our clients. Our team of experienced Washington D.C. financial planning professionals is dedicated to making your investment experience as pleasant and painless as possible.

Regardless of how complex or straightforward your financial circumstances may be, we apply our four pillars of white-glove wealth management to all client interactions:

1. Pleasant

2. Prompt

3. Proactive

4. Painless

Learn about our holistic 3D (Discover-Design-Deliver) financial planning process.

 

1. Pleasant: Greeting everyone with a warm smile and a big heart

As an affluent individual, you know the importance of making a good first impression. When we greet others with warmth and sincerity, it sets the tone for an enjoyable, comfortable conversation.

As CERTIFIED FINANCIAL PLANNERTM Professionals, we understand that having financial conversations can be uncomfortable (or even difficult) for some people. We also understand that they can sometimes be confusing. At Brown | Miller Wealth Management, we are committed to providing a supportive environment for confidently discussing your wealth, financial goals, investments, and tax planning strategies.

“Nothing shakes the smiling heart.” – Santosh Kalwar.

 

2. Prompt: Providing rapid and accurate responses

wooden blocks spelling "prompt," financial advisors washington dc area

An important part of receiving quality wealth management is being able to get rapid, accurate responses to your questions. Whether you’re trying to understand the implications of a new tax law or seeking guidance on how to invest in a volatile market, you need to be able to rely on your financial advisor for timely financial advice.

At Brown | Miller, we understand the importance of providing high-net-worth individuals with the answers they need when they need them. We have a team of experienced, fee-only financial planners who are always ready to provide prompt, accurate responses to your questions.

 

3. Proactive: Anticipating client needs and initiating communication

As busy professionals, business owners, and/or executives, we know that you have many responsibilities and often juggle multiple demands of your time and energy. Given these assumptions, we know it’s essential to anticipate your needs and initiate communication with you on a regular basis.

This allows us to provide the best possible service and keep you updated on your financial situation on a regular and frequent basis. Clients who feel heard, understood, and respected tend to feel more comfortable asking questions or expressing their concerns.

When markets are volatile, our financial professionals will keep you updated on the status of your investments, so you have clear and concise information. We are committed to being that source of information for our clients, no matter what the market conditions may be.

Building lasting personal relationships with our clients is important to us at Brown | Miller. We truly care about helping our clients pursue financial freedom.

 

4. Painless: Making the complex simple to simplify our clients’ lives

Wooden letters spelling "easy," certified financial planner in the d.c. areaIn a world of complexity, it is our job to simplify your financial life by providing you with white-glove wealth management services. We do this by taking complex financial situations and making them easy for you to understand. We know that simplifying your financial life can reduce stress and give you more peace of mind at the end of the day.

Our team of financial professionals will help you create a comprehensive financial plan that focuses on your unique financial goals, risk tolerance, and time horizon, and we present this to you in understandable terms.

We can educate you along the way, as much as you want to be included in the education process. This can provide you with more confidence in making the right financial decisions for you and your family.

Brown | Miller can create a customized investment strategy that addresses both your short and your long- term financial needs and goals

As a full-service, independent wealth management firm in the Washington D.C. area, you can expect to receive painless, proactive, prompt, and pleasant services from our team, consistently.

Our five operating core principles serve as the foundation of our firm:

  • Client first
  • Standard of Excellence
  • Integrity
  • Power of Teamwork
  • Deliver Value

As a full-service registered investment advisor, we provide estate planning, financial planning services, asset management, and retirement planning to high-net-worth individuals and families.

 

The Takeaway

Brown | Miller Wealth Management has had a long history of helping clients achieve their financial goals, and we look forward to continuing that tradition. If you want to learn more about our fee-only financial advisors, financial services, and how we may assist you, contact us today.

eBook Offer: 10 Steps to Sustainable Retirement Income

 

Disclaimer: This article is intended for informational purposes only, and not to be a client-specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use this report as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs, and investment time horizon. This report is for general informational purposes only and is not intended to predict or guarantee the future performance of any individual security, market sector, or the markets generally.
The information provided in this article represents the opinions of Brown | Miller Wealth Management (“BMWM”) and is expressed as of the date hereof and is subject to change. BMWM assumes no obligation to update or otherwise revise our opinions or this article. The observations and views expressed herein may be changed by BMWM at any time without notice. The information may be based on third-party information, which is deemed reliable, but its accuracy and completeness cannot be guaranteed.
BMWM provides links for your convenience to websites produced by other providers or industry-related material. Accessing  websites through links directs you away from our website. BMWM is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites.
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Author: Christopher W. Brown, CFP®, CIMA®

Christopher W. Brown is the Founder and Managing Principal at Brown | Miller Wealth Management.

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