Providing impact

The Brown & Klueger Group strives to deliver distinctive wealth management solutions with meaningful impact. We act as a primary advisor for corporate executives, entrepreneurs, high net-worth families and foundations.

Our approach to wealth management includes bespoke investments, goals-based wealth planning, impact investing, liquidity planning, legacy protection and philanthropy.

Dustin Brown, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

415-445-6350
Justin Klueger

Justin Klueger, CPFA™

Senior Vice President - Financial Advisor, Senior Portfolio Manager

415-445-8230

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Latest Insights

Stepping stones

Equity bull cycle intact but rising long-term rates are a growing risk

The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.

Read more

ESG investing