Our Story

 

It starts with you, and the time is now.

About Brookstone Wealth Management

We built our firm around a vision: to guide our clients to financial success and, in the process, build a new generation of smart, savvy investors. We are financial advisors, retirement planners and wealth managers. We are also coaches, teachers and mentors. We build strong, collaborative relationships with our clients to help them chart a course to a brighter financial future, and we empower them to aim towards maximizing their wealth and finding their True North.

We are a woman-led firm built on the belief that we can’t become ourselves by ourselves.  We work with men and women and specialize in working with professionals, entrepreneurs, people in transition and high-net-worth individuals. We understand that every client is unique, with their own goals, risk tolerances and visions of success. That’s why our approach is never one-size-fits-all. Every Brookstone Wealth client receives a custom financial strategy built with three objectives in mind: 1)  to understand where you are now 2) to get a clear picture of your short and long-term goals , and 3) to design a financial plan that gets you where you want to go. At Brookstone Wealth Management, we define financial success as more than return on investment. We believe, by helping clients identify and stay focused on a clear financial vision, they can achieve their goals and make their dreams a reality.  And we aim to work with our clients each step of the way, helping them to become stronger, more confident investors.

About Our Founder

Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. But there’s much more to her than that…

Tami McDonald - Founder of Brookstone Wealth Management

She’s accredited and she’s accomplished.

She has a Bachelor of Business Administration with a minor in Finance.  She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.

She’s committed to serving her clients.

This commitment is not only as a financial advisor but as a coach, teacher and mentor in the world of wealth management. That commitment comes from real-world experience and ongoing training to become a certified Transitional Coach and Facilitator: She knows what it’s like to live life financially dependent on another person. And she knows what it’s like to make it on her own, as a single mother and entrepreneur. Now, she wants to ensure every client she works with has the financial education, guidance and support to control their own financial future.

She’s a dedicated volunteer and community leader.

And, she believes in making the world a better place, starting with where she lives and works. She is a past mentor of the Servant Leadership program at Columbus State University and a graduate of the Synovus Leadership Institute as an Emerging Leader. She is a past board member of Kiwanis of Columbus; past board member and director of cheerleading of the Phenix City Youth Football and Cheerleading League; a current board member, past Board Chair and Event Chair, for the United Way of Chattahoochee Valley Women United and current chair of the Women United Scholarship Committee; and a graduate of the Greater Chamber of Commerce Leadership Columbus program.

A word from Tami:

“I know the value of hard work and the price you must pay to make things happen in your life. I also know the value of a dollar; how hard they are to come by and how hard they are to keep. It is through this experience that I have been driven to help others achieve their lifetime goals and dreams.”

-Tami McDonald, CFP®

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.