About Brooks Wealth Management

How I think about financial advice.

Financial decisions rarely happen in isolation.

A retirement decision affects taxes. A tax decision can affect Medicare. Selling an investment can affect both your portfolio and your tax return. A home purchase can change how much cash you need, how much you should save, and when you can reasonably retire.

That is why I start with the plan. Once we understand what the money needs to do, we can make better decisions about how much to save, how to invest, where different assets belong, when tax planning makes sense, and which decisions actually deserve attention.

How I work.

Brooks Wealth Management is a fee-only fiduciary financial planning and wealth management firm. I do not earn commissions for selling financial products. The relationship is built around advice.

I intentionally keep the firm personal. When we work together, I want to understand what is happening in your financial life, not simply what is happening in your investment accounts.

When a decision involves your CPA, estate attorney, insurance professional, or another professional, I am comfortable working alongside them. Good planning often crosses several areas, and someone needs to make sure the pieces fit together.

My background.

Before starting Brooks Wealth Management, I worked at two larger advisory firms in Colorado and helped build and review financial plans covering retirement, investments, taxes, equity compensation, cash flow, insurance, and estate planning.

What stuck with me was how rarely a client's biggest financial question existed by itself. The investment decision affected the tax decision. The tax decision affected retirement. Retirement affected Social Security, Medicare, withdrawals, and the estate plan.

That experience shaped how I run Brooks Wealth Management today. I wanted to build a firm where I could look at the entire picture, know the people I am working with, and spend my time helping them make better decisions rather than simply managing an investment account.

A little about me.

I grew up in Moorpark, California. After several years in Colorado, my wife and I eventually made our way back to California to be closer to family and put down roots of our own.

Before finance, I played offensive line at Colorado State University.

Offensive line teaches you pretty quickly that doing your job well does not always mean getting the credit. You need to know your assignment, protect the people counting on you, and do the work consistently. Some of that has carried over into how I think about being an advisor.

Outside of work, I like staying active, traveling with my wife when we get the chance, and spending time with family.

I genuinely enjoy this work. I like helping people take something that feels complicated, figure out what actually matters, and make a thoughtful decision about what comes next.