Helping Shell employees navigate benefits, investments, and leaving the workforce

Retirement planning specifically for Shell employees, lowering your future tax burden so you only pay what you owe, maximizing your retirement income so you can enjoy the lifestyle you want, updating your estate plan in light of tax increases through recent legislation

We aim to be the single best option available for the small number of families we serve within the oil & gas profession.

Click here to learn more about the Brownlee Wealth Management team.

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Financial education & insights

Your Portfolio

We help you build a long-lasting, tax-efficient retirement nest egg

Your Estate

We help protect the financial areas of your life that matter most

Your Tax Return

We help reduce your lifetime tax rate through proactive planning


View your Shell Retirement Portal

Listen to the podcast

Bi-weekly episodes to help you successfully manage your money as an oil & gas professional


Download the Guide

A free 5-page PDF


Schedule a Call with Brownlee Wealth

A free 30-minute conversation

How to get started

A quick breakdown of working with Brownlee Wealth Management

1) Introduction Call

During this step, we spend fifteen minutes discussing what you’re looking to accomplish and whether our firm is a good solution for you. You’ll leave this call knowing what the financial planning process looks like, how we operate as an Investment Advisor, and any other questions you may have. If it makes sense for us to continue the conversation, we’ll move to step two.

2) Discovery Meeting

During this step, we talk about tangible opportunities to optimize your investments, lower your future taxes, and organize your financial life. The goal of this meeting is for both of us to figure out if we can provide significantly more value than the fee we charge. Feel free to bring documents that gives insight into your current financial situation (tax return, statements, balances, Social Security estimate, budget, etc.).

3) Solutions & Pricing Meeting

In this step, we provide a one page summary that outlines the areas we’re excited to help you with and a direct price quote. This helps you see how we will advise in the defensive portions of your financial life (mainly estate planning and insurance) and the offensive portions (tax planning and retirement planning). You will also see how we build portfolios and manage your investments.

Talk with a Brownlee Advisor