Brownlee Wealth Management

Brownlee Wealth Management is a premier provider of financial services, dedicated to simplifying investments, minimizing taxes, and fostering long-term wealth creation. Based in Houston, Texas, with additional offices at 1227 W Magnolia Ave, Suite 510, Fort Worth, Texas 76104, and 8111 Ashlane Way, Suite 206, The Woodlands, Texas 77382, we specialize in providing comprehensive wealth management solutions for individuals and families. Our expertise lies in guiding oil and gas professionals and those nearing retirement, navigating complex compensation structures, and establishing evidence-based portfolios aligned with their unique financial goals.

Brownlee Wealth Management operates on a fixed-fee model, ensuring transparency and a focus on client outcomes. We offer a wide array of services, including tax planning, NUA distribution planning, employer stock plan management, income planning, retirement planning, risk management, estate planning, investment management, and financial planning. Our commitment to a fiduciary standard ensures that we always act in our clients’ best interests, delivering objective and personalized advice.

At Brownlee Wealth Management, we are committed to helping our clients achieve financial security and peace of mind. We work collaboratively with families to organize their financial lives, optimize investment strategies, and minimize their tax burden. We invite our manager to explore creating a customized and exclusive company showcase and product listing on our platform to further enhance visibility and reach potential clients.