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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From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

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ESG investing