Your financial life, working as one.
We help professionals organize and coordinate investments, taxes, retirement, estate planning, and the rest of their financial life through one clear process.
CFP® Professional
CERTIFIED FINANCIAL PLANNER™ professional
Fee-Only
Paid directly by clients, not through commissions
Fiduciary
Advice provided in the client's best interest
NAPFA Member
National Association of Personal Financial Advisors
More than investment management.
Investment management matters. But as life gets more complex, the bigger value often comes from coordinating the decisions around the portfolio.
| What the relationship may include | Brooks Wealth Management | Investment-Only Relationship |
|---|---|---|
| Investment Plan | ✓ | ✓ |
| Lifestyle Plan | ✓ | — |
| Cash Flow & Income Plan | ✓ | — |
| Tax Plan | ✓ | — |
| Healthcare Plan | ✓ | — |
| Risk Management Plan | ✓ | — |
| Estate Plan | ✓ | — |
What the relationship may include
Brooks
Wealth
Wealth
Investment
Only
Only
Investment Plan
✓
✓
Lifestyle Plan
✓
—
Cash Flow & Income Plan
✓
—
Tax Plan
✓
—
Healthcare Plan
✓
—
Risk Management Plan
✓
—
Estate Plan
✓
—
This comparison is intended to illustrate the difference between a planning-first relationship and a narrower relationship focused only on investment management. Other advisors and firms may offer different services and planning support.