A Letter From Michael Brown
When we launched Dynasty Private Wealth in 2010, we had a vision of creating a fully-independent wealth management firm. Serving our clients as a fiduciary was a novel idea back then, but we knew we were blazing a new trail in pursuit of excellence.
I helped to found Dynasty Financial Partners as an original partner so our clients would benefit from full access to a variety of resources, from custody to extensive research to sophisticated investment options. Dynasty Financial Partners allowed us at Dynasty Private Wealth to separate our advice from company-owned products and services.
We can say with pride that today we have achieved our original goals. I’m extremely proud of what our team has become. We have consistently proved our commitment to serving our clients at the highest level. Our team has grown over the years, providing our clients with expanded expertise and a diversity of strengths. We have continued to react to marketplace dynamics and to advise our clients without bias and with the wisdom of many years of experience. Our clients trust us because of our history and demonstrated commitment to their financial well-being.
Our achievements have been recognized on a large scale. We were named to the Financial Time’s list of Top Financial Advisors in 2014 & 2015. We have also been a Barron’s ranked advisor and continue to present at their conferences.
We look forward to providing you with personalized advice and investments customized to your needs. I invite you to contact us to learn all the ways we can put our independence and experience to work for you.