Private Wealth

Puzzle Asset Private Wealth applies the same principles, team, and tools used to service endowments and foundations to a select group of families and individuals.

Why Choose Us

Puzzle Asset partners with you to develop a portfolio to meet your specific needs.

As an experienced fiduciary Brown Asset Strategy ’s unbiased advice is anchored to our institutional investment model.

Investment Management

We treat you as a valued partner and are deeply invested in your success.

Strategic, focused, & long-term approach
Independent & open architecture
Tailored portfolios based on individual goals
Customized asset allocation
Active, passive, liquid, & illiquid solutions
Disciplined due diligence & manager monitoring
Tax aware & tax-managed strategies
ESG focused options

Wealth Advisory

We strive to address unique financial situations that require greater diligence and a higher degree of active engagement.

Strategic long-term planning & goals
Tax planning & coordination
Estate planning & trust advice
Philanthropic advice & giving strategies
Multi-generational consulting & education