Helping you navigate your
True North
FINANCIAL
PLANNING
The guidance you need to chart a strong financial future
INVESTMENT
MANAGEMENT
The knowledge you rely on to navigate the complex world of investing
RETIREMENT
PLANNING
The advice you can trust as you prepare for life’s next adventure
COACHING
We empower you to invest with confidence. That’s why we coach you through every step of the financial planning process.
TEACHING
Education is core to our client relationships because we believe a smarter investor is a better investor.
MENTORING
We are more than financial planners. We are a source of support and guidance when you need it most.
Meet Our Founder
Tami McDonald
Founder
Trending Articles
Year End Financial Checklist
This checklist includes important year end tasks you need to complete to start the new year in a strong financial position.
Answers To Your Frequently Avoided Financial Questions
Here’s a list of answers to eight common questions that many people frequently hesitate to ask their financial advisors.
Financial Planning for Every Generation with Brookstone
Financial planning needs are unique to your situation and stage of life. That’s why we offer personalized guidance for every generation.
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.
