Helping you navigate your
We empower you to invest with confidence. That’s why we coach you through every step of the financial planning process.
Education is core to our client relationships because we believe a smarter investor is a better investor.
We are more than financial planners. We are a source of support and guidance when you need it most.
Meet Our Founder
There are many things women should learn about their financial advisors. These five questions will get straight to the point.
Choosing the right financial advisor is similar to finding the right spouse. You and your CFP® must be able to work together to achieve your goals.
An important update from Brookstone Wealth Management Founder and Certified Financial Planner™, Tami McDonald regarding COVID-19 and your investments.
Focused On Serving Our Community
At Brookstone Wealth Management, we are part of the community we serve. We live here and work here, and that’s why we are committed to helping our friends and neighbors chart a course to financial success. We’re all in this together, and when one of us wins, we all do.
Why Brookstone Wealth Management?
Our approach to wealth management is rooted in the belief that every client is unique. That’s why our services don’t come out of a box. Our Certified Financial Planners (CFP®) work one-on-one, side-by-side with each and every client to craft a custom financial strategy that will help make their financial goals a reality.
Financial Planning is a journey, not a destination, and we are your trusted advisor every step of the way. Let us help you navigate your True North.