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

Office workers using technology to increase productivity

The delicate shift toward an efficiency-driven economy

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

Read more

ESG investing