Brownlee Wealth Management
Brownlee Wealth Management is a fixed fee RIA. We help you simplify your investments, lower your taxes, and grow your family's wealth. Our background and expertise is in helping oil and gas professionals and soon-to-be retirees with their financial plan. Most of our clients have complex compensation structures, stock options, defined benefit (pension), and defined contribution (401k) employer-sponsored retirement plans. We help these families organize their estate plan and navigate the tax code to dramatically lower taxes over the coming decades. We then plan for income in retirement and establish an evidence-based portfolio tailored to the best interests of the client. You can schedule an introduction call at
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JM
Josh Matthews
Private Wealth Associate · Finance & Accounting
EmailPhone - JM
Jared MacHen
COO · General Business & Management
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Reagan Miller
Office Manager · Operations
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Nathan Steele
Advisor · Finance & Accounting
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- 1office manager
- 1private wealth associate
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