Brown Harris Wealth Management
We at Brown Harris take a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one’s wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild’s college education.
We specialize in the following:
- IRA & 401(k) Rollovers
- Retirement Income Strategies
- Early Retirement Structuring
- Mutual Funds
- Tax Free Bonds
- Long Term Care Insurance
We are interested in serious, longer term investment clients. For this reason, folks who prefer quick returns need not inquire into our services. If you are serious about your wealth management, come interview us, we would love the opportunity to earn your trust.
Vision Statement – To be the trusted financial services firm that creates an atmosphere where our clients and employees have one common goal: the clients financial well-being.
Mission Statement – To help our clients achieve their financial dreams by providing consistently superior service utilizing the most effective wealth management tools available.
Brown Harris Wealth Management • 311 S. East Street, Suite 100 – Culpeper, VA 22701 • (540) 825-1588 – (877) 825-1588 • fax (540) 727-8701
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Securities offered through LPL Financial, Member FINRA/ SIPC
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, AR, AZ, CA ,CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NE, NY, OH, PA, SC,TN, TX, VA, WA, WI, WV and the District of Columbia.
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