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

Tami McDonald

Founder

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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.

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