Brown & Bishop Group
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Family. Wealth. For Generations.

Brown & Bishop Group

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Woman with architectural plans

A plan to simplify your financial life

Retirement couple holding surfboards

Retirement planning

Adult children with parents

Dividing wealth across generations

UBS Top 5

UBS Top 5

What you need to know now

Our bi-weekly newsletter gives you insights into what’s top of mind for investors:

  • Don’t overreact to short-term volatility
  • What about capital gains taxes?
  • The Fed and a new frontier
  • Can equities rebound?
  • Energy transitions across the globe

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More than 160 years

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Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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