Pioneer Wealth Management Expands with Acquisition of Brown Financial Management Group, LLC

Pioneer Wealth Management today announced the acquisition of Brown Financial Management Group, LLC, a respected local wealth management firm led by Thomas J. Brown. This addition represents a significant expansion of Pioneer Wealth Management’s client base and advisory capabilities, marking a milestone in the firm’s continued growth.

Thomas J. Brown joins Pioneer Wealth Management with more than 30 years of experience providing comprehensive financial planning and investment management. He will be joined by Carrie Deutsch, who will serve as Wealth Operations Specialist. Together, they bring extensive knowledge and a client-focused approach that aligns with Pioneer Wealth Management’s philosophy of thoughtful, personalized guidance.

“This acquisition strengthens Pioneer Wealth Management by expanding our team and broadening the resources we can offer,” said Joseph Geis, Senior Vice President – Wealth Management. “We’re excited to welcome Thomas and Carrie to the team and look forward to working alongside them as we continue to support our clients as they plan for their financial future.”

Thomas works with clients on investment management and planning strategies. Carrie ensures a

seamless client experience through dedicated service and administrative support.

“Joining Pioneer Wealth Management allows us to better serve our clients and work alongside a team that values integrity, strong relationships, and long-term planning,” said Thomas J. Brown. “We’re excited to be part of a firm that shares our commitment to holistic, client-focused guidance.”

This acquisition represents a key step in Pioneer Wealth Management’s growth, strengthening the resources and support available to those they serve across the region.

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About Pioneer Wealth Management

Pioneer Wealth Management is a local team of financial consultants serving clients throughout New York’s Capital Region. The team provides comprehensive financial planning services, helping clients pursue financial independence, successful retirement, and a lasting legacy. For more information on Pioneer Wealth Management, please visit www.pioneerwealthmgt.com.

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