Our Services

 

Every service we provide is designed to help you navigate your True North.

Financial Planning

Your future — what does it look like? Maybe your dream is to travel the world. Or perhaps you’re charting a course to pure relaxation. You may want to fund your children’s college education, launch a new venture or dive more deeply into the causes you believe will make a difference.

To get there, you need a plan. We can help. At Brookstone Wealth Management, we are your financial compass, guiding you toward your True North — wherever that may be.

The best time to start that journey is now. Click below to take the first step.

Investment Management

You know the value of investing, and you are committed to seeing your hard-earned money grow into the nest-egg that will fuel your future.

But, you’ve realized that you need some guidance to stay on course and optimize your portfolio.

We get it. The world of investing is complex. You need a professional, a navigator, on your journey through uncharted waters. That’s where we, at Brookstone Wealth Management, can help. Our mission is to guide you toward the most appropriate investment decisions for your future — and to educate you at every step of the way.

We aren’t just investment managers; we’re partners in striving to secure your financial future. Let’s get started.

Retirement Planning

Every person is different. Every retirement is different. That’s why every retirement plan needs to be different.

At Brookstone Wealth Management, we call that Situational Investing, and it forms the foundation of our investment strategy. When our Certified Financial Planners (CFP®) build your plan for retirement, we consider who you are, what you do and what you want. The end result is unique — just like you.

You have a vision. We have a path forward, and it starts now.

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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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