Brownlee Wealth Management

Our Mission

At Brownlee Wealth Management, our mission is to provide exceptional, personalized financial guidance to a select group of families in the oil and gas industry. We understand the unique challenges and opportunities faced by professionals in this sector, and we are dedicated to helping them plan for a secure and fulfilling future.

We believe that true financial success is about more than just growing your investments. It's about creating a holistic plan that addresses all aspects of your financial well-being, including tax planning, estate planning, investment management, risk management, and retirement planning.

Our Approach

Our approach is built on three core principles: transparency, integrity, and client-centricity. We believe in open and honest communication with our clients, providing them with clear explanations of our recommendations and helping them make informed decisions.

We are a fee-only firm, which means we do not receive commissions or other incentives for recommending specific products or services. Our compensation is based on a transparent fixed fee structure, ensuring that our interests are always aligned with those of our clients.

We understand that every family is unique, and we take the time to get to know our clients and their individual needs. We work closely with them to develop customized plans that are tailored to their specific goals and circumstances.

Our Services

At Brownlee Wealth Management, we offer a comprehensive range of financial planning services, including:

• Tax Planning: We help our clients minimize their tax liability through strategic planning that leverages the unique tax benefits available to oil and gas professionals. We specialize in navigating complex tax issues related to pensions, severance packages, and offshore income.

• Estate Planning: We work with our clients to create comprehensive estate plans that protect their assets and ensure that their wishes are carried out. We help them establish trusts, wills, and other legal documents to minimize estate taxes and ensure the smooth transfer of wealth to their heirs.
• Investment Management: We provide our clients with personalized investment advice and portfolio management services. We develop investment strategies that are tailored to their risk tolerance, time horizon, and financial goals. We strive to provide long-term growth and income while protecting their capital.
• Retirement Planning: We assist our clients in planning for a comfortable and financially secure retirement. We help them develop a comprehensive retirement plan that includes maximizing their pension benefits, managing their investment portfolio, and estimating their retirement income.
• College Planning: We guide our clients through the complexities of saving for their children's education. We explore a range of college planning options, including 529 plans, prepaid tuition plans, and other investment vehicles.

Who We Serve

We specialize in serving oil and gas professionals who are nearing or in retirement. We understand the unique financial challenges and opportunities faced by this group and are committed to providing them with the specialized guidance they need to secure their financial future. We work with many employees of major oil and gas companies, including ExxonMobil, ConocoPhillips, Chevron, and Shell.