Unique Characteristics

Selecting the right wealth management firm is an important decision requiring careful consideration.  At first glimpse, it may be hard to discern key differences between the many financial advisory firms out there. The following are characteristics that we feel set us apart from the pack:

• Experience – We have been in the business of providing financial guidance to clients for 28 successful years.
• Credentials – Our partners and our staff have obtained many of our industry’s leading credentials (CFP^®, ChFC^®, CLU, CIMA, etc), securities licenses (Series 7, 63, 64, 24, etc.)  and advanced degrees (MBA, MS).
• High Staff to Client Ratio – With a staff-to-client ratio of 1 to 10, our firm is small by design so we can focus our time and efforts to better serve you.
• Comprehensive Planning – Since its inception, one of Brown & Tedstrom, Inc.’s basic tenets has been to take a big picture approach to financial planning.  A doctor would not treat a patient’s strep throat but ignore their broken arm.  By the same philosophy, we understand the importance of addressing all areas of financial planning to ensure our clients’ entire financial situation is healthy and complete.
• Unbiased, Objective Advice – By partnering with an independent broker/dealer, LPL Financial, we are not limited to proprietary products but have the entire universe of investment options available for use in our portfolios. 
• Recognized by Industry & Peers – The partners have been consistently recognized and awarded as two of the top advisors in the country by notable publications such as Worth, Barron’s, and Registered Rep. magazines, as well as the Denver Business Journal.
• Institutional Partner – LPL Financial is the custodian of all client funds, providing reporting and record-keeping for all client accounts, vital today in ensuring proper security of your money.
• Proprietary Planning Methodologies – Over the years we have developed proprietary planning methodologies, such as The Retirement Shock Absorber^®, to enhance the wealth planning we provide to our clients, most of whom are in or near retirement. 
• Team Approach – Each client has their own team of credentialed specialists which consists of a Brown & Tedstrom, Inc. Partner, a Client Relationship Manager, an Investment Specialist as well as other skilled and responsive support staff.
• Client Education – We regularly host events that unite our clients and associates with experts from the financial industry as well as other industries to share and promote education on a variety of topics.