Investment Advisory Services

Legacy Planning

Family Governance

Collaboration with Key Advisors

Lifestyle Management

Atlas Brown offers a suite of Family Office Services.

A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them.

Wealth Management

Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.

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Coordination and Integration

Using a multi-generational planning approach, your family's financial affairs may be coordinated and integrated for family wealth continuity.

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Our Team

Our seasoned professionals methodically attend to all of your wealth management needs.

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Newsletters

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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