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
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Roth conversions provide significant benefits for some retirement plans, but they aren’t right for every person or situation.
Important Age Milestones in Retirement
Several milestones should be included in your retirement plan. Some let you save more, and others signal a change in approach.
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.
