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Brown Harris Wealth Management

Brown Harris Wealth Management

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Financial InstitutionsInvestment Advisors & FirmsRetirement PlanningInsurance AgenciesFinancial & Insurance/Estate PlanningInvestment Services

About Us

Brown Harris Wealth Management grew from a desire to provide unbiased, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide exceptional service. Brown Harris Wealth Management takes a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education. We specialize in the following: -IRA & 401(k) Rollovers - Retirement Income Strategies - Early Retirement Structuring - Mutual Funds - Annuities - Tax Advantaged Bonds - Long Term Care Insurance.
Brown Harris Wealth Management has built a reputation as a company successfully managing their client's serious savings money.
Our staff strives to provide the best service and financial management in the investment industry.

Securities offered through LPL Financial, Member FINRA/SIPC

Images

Brown Harris Wealth Management, located at 309 N. Main Street, Culpeper, VA
Culpeper's First Electric Car Charging Station - Free Car Charging - Compliments of Brown Harris Wealth Management
Welcome!
Todd D. Brown, President, Financial Advisor
Gillette K. Harris, Vice President, Financial Advisor
Karen Panebaker, Office Manager, Estates, Cost Basis
Joanie Jones, Executive Assistant, Insurance Specialist
Maureen McNemar, Executive Assistant
Karen C. "Dee-Dee" Ingram, Director of First Impressions
Todd Brown speaking to the crowd at our successful Brown Harris Wealth Management Open House
Brown Harris Wealth Management Open House, October 2015

Rep/Contact Info

Todd Brown
LPL Financial Advisor
Gillette Harris
LPL Financial Advisor
Karen Ingram
Executive Assistant
Joanie Jones
Executive Assistant/Insurance Specialist
Maureen McNemar
Executive Assistant
Karen Panebaker
Office Manager/Team Leader