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1851 Mountain Creek Lane, Prosper, TX 75078

(214) 945-7783
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Brownstone Wealth Advisors

Brownstone Wealth Advisors

Aligning wealth to values and purpose.  Supporting you and the impact you want to make.

Who We Are

Whether you’ve built your financial freedom independently or with the support of a team, you understand the value the right partners bring. As your financial life grows more complex, having a coordinated, experienced advisory team becomes even more important.

At our core, we are partners. Brownstone Wealth Advisors was built to combine our love for the technical work we do with our passion to use that to help others.  We believe that when managed with intention, wealth becomes a tool for living with purpose, with effects that reach beyond your own life. We take the time to understand your values, priorities, and long-term vision, and we bring structure and perspective to the decisions that come with financial independence.  The result is a long-term relationship designed with a goal to provide confidence through change and support a life of impact, on your terms.

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The Journey

The Journey

When financial independence brings complexity, the right questions matter.
As your financial life grows more complex, it’s natural to pause and ask:

  • How do I balance building wealth today with preserving what I’ve built for the future?
  • Are my financial decisions truly aligned with what matters most to me?
  • Are my investments, tax strategy, and long-term plans working together?
  • How do I navigate risk and uncertainty in a world that seems to keep changing?

These are not one-time questions, they evolve as your life evolves.

This is why our work is built on transparency. It starts with disciplined investment oversight and evolves into a deeper financial partnership, one that brings clarity, confidence, and alignment to the life you’re building.

How We Work Together

Clarify what matters most.

We help you define your values and goals so every financial decision has clear direction.

Align your wealth with your life.

We design and steward your investment strategy to support what’s most important to you—today and over time.

Coordinate your full financial picture.

We collaborate with your tax, legal, and other advisors to work toward ensuring your strategy is integrated and working together.

Our Process

STEP

1

Introduction

In order to see if we're a good fit, we'll schedule a call where we get to know you, what's important to you and discuss what working together would look like.

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STEP

2

Deep Dive

This stage is all about you.  What’s important to you and how you think about money is critical to your plans.

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STEP

3

Initial Findings

After understanding what is important to you and having an initial review of your finances, we’re ready to talk with you about what we initially see as ways to help you.

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STEP

4

Implementation

Details matter and we’ll not only lay out the movement of investment and retirement accounts, but also outline the action plans for tax strategies, estate planning strategies, cash flow and asset preservation.

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STEP

5

Monitoring

After the initial work to get changes made, this phase is slower, but change is constant, whether that is in your personal or professional life, or politics and the economy.  However, our regular meetings with you ensure that changes in your goals, your family or your health are always kept in focus with the advice we give.

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Our Services

Our Services

We provide disciplined oversight and management of your investments, but our work goes beyond portfolio management. We help design integrated strategies to manage, preserve, and align your wealth across all areas of your financial life.

  • Investment Planning
  • Risk and Insurance Planning
  • Estate and Asset Preservation Planning
  • Retirement/Business Exit Planning
  • Charitable Giving Planning
  • Business Owner Planning
  • Cash Flow Planning

Who We Work With

We work with individuals and families from many walks of life, but what our clients share is a desire to make a meaningful impact on their family, their community, or the organizations they care about. They’ve attained a level of personal and professional success, and as their financial lives grow more complex, they value the perspective and coordination a transparent advisory team can provide.

Our best-fit clients are those who have built a portfolio of at least $1 million and are looking for a thoughtful partner to help steward what they’ve built. They’ve done a great job saving, but don’t want the ongoing responsibility of managing every moving piece themselves. Instead, they want confidence that their wealth and retirement planning are being handled with care, intention, and expertise.


Schedule A Consultation

If you believe you could benefit from working with us, let’s connect and see if we're a good fit.

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