Our Wealth Management Expertise
Brown Graham offers wealth management services that focus on the accumulation, preservation, and transfer of wealth.
At Brown Graham, our mission is to provide you with the tools, resources, and technology to help you become an effective CEO of your money. As your team of advisors for your financial answers, we can provide the multi-disciplined resources, the customized roadmap and the financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Brown Graham affiliates to strategically support you in confidently crossing your financial finish lines.
For more information about our wealth management services, please contact Ryan Collins.
Brown Graham Wealth Management Services
- Cash Flow Analysis
- Savings and Emergency Fund Advising
- Retirement Accumulation
- Retirement Income Planning
- Education Planning
- Tax Planning
- Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Income, Gift, and Estate Tax Advising
Merline Kurian, CPA
Securities offered through Securities America, Inc., member FINRA/SIPC www.finra.org and www.sipc.org. Advisory Services offered through Securities America Advisors, Inc., BG&CFS, PLLC and Securities America, Inc. are separate entities. Tax services offered through Brown, Graham & Co. PC are unaffiliated with all the other entities listed. Licensed in Texas, New Mexico and Colorado.