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For most of us, the protection of wealth and life assets is a priority, yet incredibly challenging. There are many unique considerations to protecting what matters most to you – whether you are a business designing programs for your employees or a private client.
The Brown & Brown team of specialists are professionals offering valuable insights and wealth, retirement, and tax planning solutions. We work to provide peace of mind; listening and providing options designed to help you meet your unique objectives. We help protect your financial future from known and unknown risks.
Our responsive teammates are committed to answering all of your questions, providing you with insights and enabling you to make informed decisions regarding the protection of your assets.
Financial and Wealth Services Overview
The Brown & Brown team of specialists offer a full suite of comprehensive business and individual financial and wealth services, including:
Corporate Financial and Wealth Services
- Executive benefit strategies and consulting
- Retirement plan design (qualified and non-qualified plans)
- Retirement plan administration services
- Retirement plan compliance and vendor management
- Retirement plan investment options
- Fee benchmarking
- Plan fiduciary or co-fiduciary services
- Participant communication and education
- Advisory services
Personal Financial and Wealth Services
- Private client life insurance and life settlements
- Wealth management consulting
- Tax planning
- Retirement income strategies
- Long term disability
- Long term care
Additional Resources
2026 IRS Catch-Up Contribution Rules: What Employers Need to Know
The Internal Revenue Service (IRS) has released its Final Regulations for significant changes to retirement plan catch-up contributions, as mandated by the SECURE 2.0 Act. These updates introduce a mandatory Roth treatment for high-earning ...
Market Trends
Our 2026 report unites Brown & Brown and Risk Strategies resources, knowledge and proven experience to deliver stronger insurance solutions for commercial insurance, employee benefits and personal insurance.
Mega Backdoor Roth 401(k) Strategies for Executives and Highly Compensated Employees
As a plan sponsor, one of your primary objectives is to provide a retirement plan that not only attracts and retains top talent but also offers meaningful value to all employees, including high-income earners. For executives and highly compensated ...
Understanding 401(k) Fees: A Guide for Plan Sponsors
As a plan sponsor, you hold a significant fiduciary responsibility to act in the best interest of your employees. A critical component of this duty involves the comprehensive review and management of your company's 401(k) plan, particularly its ...Explore Other Financial and Wealth Services Solutions
Connect with Brown & Brown
Schedule a consultation with our Brown & Brown financial and wealth specialists to discuss coverage options designed around your objectives. Learn how Brown & Brown can help protect your business or household through tailored strategies and advisory support.
Certain individuals associated with Brown & Brown are registered to offer investment advisory services and securities with third-party investment advisers and/or broker-dealers that are not owned or controlled by or affiliated with Brown & Brown. Please ask our team members for more information about the investment advisory and securities brokerage firms performing these regulated services. For information on each of our listed Solution Experts’ registration status, please view their individual website disclosures. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.