A balanced outlook that’s stood the test of time
When Mark Brown and Peter Tedstrom founded Brown & Tedstrom in 1988, comprehensive financial planning and private family wealth management were in their infancy. Even though the industry was still forming, they had the foresight to realize financial insight is only the beginning: The real key to helping clients pursue long-term independence and financial confidence is by making a personal investment in each client – by developing personal relationships and truly understanding a client’s most important priorities. With this knowledge, they launched a wealth management firm on the following principles:
- Comprehensive financial & wealth planning designed to the individual goals and objectives of clients and their families.
- Highly personalized service driven by a deep understanding of each client’s unique situation and preferences.
- Strategic investment management reinforced by independent, objective advice and unlimited access to vehicles across the investment spectrum.
- Proprietary financial planning tools and methodologies to help clients navigate market fluctuations in a disciplined, rational manner.
Nearly thirty years later, these principles still hold true. And, while industry recognition and the firm’s continued growth validate these ideas, the true testament to our founding principles is the long-standing loyalty of our clients.
Personally invested in your future.™