What Sets Me Apart—and Why I Believe I Can Help You

I know you have plenty of options when it comes to financial advisors. Let’s face it, we’re not exactly an endangered species. But retirement is a big decision, and choosing the right person to guide you through it is critical. So, you might be wondering, “What makes this guy different?” and “Why should I trust him with my hard-earned nest egg?”

Independent & Conflict-Free Advice
Brooks Wealth Management is a 100% independent firm, with no hidden agendas, commissions, or product sales. Every recommendation is made with one goal in mind—what’s best for you.

Education & Expertise
I hold the CES™ (Certified Estate and Trust Specialist) and CSS™ (Certified in Social Security and Medicare) designations. To my family and friends, it means I spent too much time with textbooks. But for my clients, it means having a dedicated partner with specialized knowledge in retirement income strategies, estate planning, and Social Security optimization.

Complimentary Initial Financial Plan
Retirement planning starts with trust—not a price tag. That’s why I offer a complimentary initial financial plan. No cost. No obligation. Just a genuine opportunity to explore your goals and see if we’re a good fit.

Curious about my professional credentials and industry affiliations? Click here to learn more.

Who I Work Best With

I know I’m not the right advisor for everyone—and that’s okay. My approach is built for people who want clear, conflict-free advice and a real plan for retirement, not sales pitches or get-rich-quick ideas.

✅ Retirees and those preparing for retirement – If you’re looking for guidance on investing wisely, lowering taxes, maximizing Social Security, and creating a steady income in retirement, we may be a great fit.
✅ People who value strategy over speculation – If you want a smart, long-term financial plan instead of chasing the latest stock tips, I can help you build a sustainable and tax-efficient retirement.
✅ Those who want a trusted partner, not a salesperson – I don’t sell financial products or earn commissions. My only job is to help you make the best decisions for your future.
✅ People who want to plan for more than just themselves – Whether you’re thinking about your spouse, your children, or charitable giving, I help ensure your money is used in the way that matters most to you.

If that sounds like you, let’s talk. Your first financial plan is completely free, because I believe financial planning should start with trust—not a price tag.