Our Clients

 

We are empowering a new generation of smart, savvy women in the world of investing.

Your time is now.

As a women-led wealth management firm, we know the stereotypes around women in business. And we know women who crush them every single day.

When we built Brookstone Wealth Management, we did so with the goal of empowering more women to maximize their wealth and become smart, savvy investors. We work with both professionals and business owners, but the common thread among all our clients is this: These are women who have a passion for what they do, a drive to achieve and a commitment to giving back.

When you join our family of clients, our approach is twofold: We get to know you, your risk tolerance and your goals before we design a strategy customized to suit your needs. Then, we educate and empower you to invest that money with confidence. We believe firmly that smart investors are better investors, so we invest our time and resources into you just as you invest in us.

We are your guide, your cheerleader and your mentor. And we’re here to help you find your True North, no matter what that might be.

Give us a call, and let’s get started today.

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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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