Brown & Knapp
Jesse J Liska
Financial Advisor
A Financial Plan driven by your Life Plan because every life deserves a plan
Who We Are
For more than 36 years, Brown & Knapp has offered customized planning solutions. We are a multi-generational and cross functional wealth management practice with experts in several disciplines serving physicians in Connecticut and nationwide.
Our planning helps clients live well - today, tomorrow and beyond; helping to ensure the work and effort you put in continues for years to come.
Our Core Values
- Family
- We enjoy the reward that comes from meaningful client relationships by delivering the same service and expertise we would for our own families.
- Mutual Respect
- Successful client-advisor relationships only happen when both parties feel heard and respected.
- Lifetime Learning
- We are dedicated to continuous improvement to make sure our clients are receiving industry-leading strategies.
- Excellence
- While nobody’s perfect, it sure is fun striving to be. Our team will give our best effort at every interaction and always do what we say we’re going to do.
- Transparency
- Everyone has a right to know the cost associated with planning and what they are receiving in exchange for that.
- Adaptability
- Not one person or firm has a monopoly on the best ideas which is why we welcome new ideas and make the changes needed to surpass expectations.
Our Mission
Wealth is a tool managed with intention and wisdom to enhance the lives of those we care about.
A well-crafted financial plan connects your financial resources and your personal aspirations. It aligns your means with your meaning, enabling you to live a life of significance and fulfillment, prioritizing what we believe is your most valuable resource - your time.
Our Mission is to help you define, create and enjoy financial independence leading to a life of financial abundance for your loved ones.
Our Bespoke Process
Growing and preserving wealth requires a highly sophisticated wealth strategy. Applying our Core Values and Principles, our planning and investment team follows a process to envision your financial future: planning tax-efficient and tax-advantaged strategies, identifying tailored and exclusive solutions and monitoring success.
Through careful planning, we help you set financial goals, anticipate obstacles, and overcome challenges, pursue dreams and prepare for valuable opportunities.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Our Planning Philosophy
We believe…
- A comprehensive, written financial plan guides educated and efficient decisions
- In solving Risk-Based needs first; protecting income safeguards the creation of wealth
- Each dollar has a unique and Time-Specific job description
- In the need for non-correlated, tax-efficient, safer assets on your balance sheet
- In managing investments according to Modern Portfolio Theory through professionally created investment portfolios
- In creating a Retirement Distribution plan to maximize your retirement lifestyle while safeguarding your assets
- In a Retirement Distribution plan which matches guaranteed income with fixed expenses
- In a Retirement Plan that mitigates the 6 Big Retirement Risks
- Longevity
- Market Volatility
- Inflation and Taxes
- Health Care
- Long-Term Care Risk
- Legacy
Our Investment Philosophy
We believe…
- In benchmarking investment decisions to the needs of your family’s Financial Plan rather than an Index
- In Quadruple Diversification (Multi-Asset Classes, Multi-Asset Styles, Multi-Asset Managers, Tax Diversification)
- In using professionally-created, objectively researched, multi-manager portfolios
- Consistently rebalancing portfolios which can reward the investor with better long-term performance and value
- In Consistent contributions to a client’s investment portfolio, regardless of market direction or recent capital market performance
Philanthropy
Our team is committed to making a positive impact in our community, and we’re honored to volunteer our time and resources to organizations near to our hear and those of our clients. Some of the organizations we are involved with include:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
