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Our Team
The team at Brownstone Wealth Management consists of industry professionals with over 75 years of combined investment management experience. Below you will find links to the full biographies of each of our team members. Each individual brings unique experience to Brownstone Wealth Management. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Owner Consulting
As a business owner, you require a specialized approach to wealth management that balances your personal objectives with the interests of your company. Brownstone will work with you and your partners to identify the areas of your business that we can best serve your needs.
Non-Profit & Charitable
The partners at Brownstone Wealth Management have a long history of working both professionally and personally with charities and non-profit institutions.
Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Community Involvement
The members of Brownstone Wealth Management take pride in our community. Here are a few of the ways we are giving back. Check back here frequently for updates.
RI Community Food Bank
Brownstone Wealth Management is proud to have raised over $4,000 for the RI Community Food Bank.
Operation Stand Down RI
Brownstone Wealth Management is proud to contribute to Operation Stand Down Rhode Island.
Alzheimer's Association
Salvatore Tocco has been involved with the Alzheimers Association in various capacities for past 15 years.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information