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

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Latest Insights

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Middle East: Ongoing conflicts, inescapable effects

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

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ESG investing