Financial Advisor in Kensington, MD
Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Advisors) in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy and M&A. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.
Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland's Robert H. Smith School of Business. Prior to forming Stratus, Sam worked in trading and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.
Sam and his wife Sara live in Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community by coaching swimming in the DC area and is an avid fly fisherman.
Stratus Wealth Advisors
Individuals face a variety of decisions about their financial lives and futures. If they are small business owners, those decisions increase exponentially and cannot be completely separated from their personal financial lives. Imagine being able to turn to one trusted advisor to help with your personal and business decisions and to coordinate the work of your other professionals, including CPAs, business attorneys, tax specialists and estate planning attorneys.
Our philosophy is built on four pillars: Transparency, Knowledge, Confidence and Commitment. Taking a holistic approach, we start each client relationship with a conversation so that we can learn about each other. If we are to create the type of trust that goes with being your life-long financial partner, we need to listen so that we can understand you and where you want to go. We focus on helping you define your goals, expectations and concerns, both personally and professionally. Once we know you and your family we can work with you to develop a risk-based asset allocation strategy, business strategy, and a legacy plan to help manage your wealth now and for future generations.
Learn more at https://stratuswealthadvisors.com
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The Stratus Wealth Advisors (“SWA”) website and its contents are for information and educational purposes only. SWA is the holding company for three independent subsidiaries, Stratus Legacy Planning (SLP), Stratus Capital Management (SCM) and Stratus Valuation (SV). Stratus Legacy Planning is a wholly owned subsidiary of Stratus Wealth Advisors that provides non-investment consulting services related to legacy planning coordination and strategy and communication among your network of estate and tax advisors. Investment advisory and financial planning services are offered through Stratus Capital Management, an affiliate of Stratus Legacy Planning.
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