Meet Scott Brooks, CFP®
Independent, fee-only financial planning for high-income professionals, business owners, and families who want more than a managed account.
Fee-Only Fiduciary Financial Advisor
Founder, Brooks Wealth Management
Scott Brooks, CFP®
Lead Financial PlannerBrooks Wealth Management was built for people who have done a good job earning, saving, and building wealth, but still want more clarity around the decisions that actually shape their financial life.
That may include how much to save, how to invest, when to exercise stock options, how to handle RSUs, whether to buy a home, how to reduce taxes, how to prepare for retirement, or how to coordinate all the moving pieces without letting your financial life become a second job.
Scott began his career at one of the larger independent advisory firms in Northern Colorado, where he worked across the full scope of financial planning, including portfolio construction, retirement planning, tax-aware investing, and multi-generational wealth strategy. He later moved to Denver, joining a prominent registered investment adviser where he served as a lead financial planner and portfolio manager.
Over time, Scott realized many advisory firms were built around scale rather than depth. Clients often received investment management, but not always the coordinated planning needed to make better decisions across taxes, cash flow, equity compensation, retirement, estate considerations, and family goals.
Brooks Wealth Management was created to offer a more focused experience. The firm intentionally serves a limited number of households so the planning can be personal, detailed, and ongoing, not generic or reactive.
Scott is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the XY Planning Network, and affiliated with the Fee-Only Network. As a fee-only fiduciary, Brooks Wealth Management is compensated only by clients and does not receive commissions for selling financial products.
Advice should be clear, coordinated, and built around your life.
Most financial decisions do not happen in isolation. An investment decision can affect taxes. A tax decision can affect cash flow. A career decision can affect retirement. A home purchase, business sale, stock option exercise, or inheritance can change the entire plan.
Our job is to help you see how those decisions connect, understand the tradeoffs, and move forward with a plan that feels organized and intentional.
Fiduciary. Always.
Brooks Wealth Management is a fee-only fiduciary firm. We do not earn commissions, accept referral fees, or sell products. Our compensation comes only from clients, which helps keep the advice focused on what is best for the people we serve.
Planning Before Products
Investments matter, but they are only one part of the plan. We start with your goals, tax picture, cash flow, family needs, career path, and long-term priorities, then build the investment strategy around that.
Depth Over Volume
We are not trying to serve as many households as possible. By staying intentionally focused, we can provide more thoughtful planning, more proactive advice, and a clearer understanding of each client’s financial life.
Simple, But Not Shallow
Good financial advice should be understandable. We aim to simplify complex decisions without dumbing them down, so you know what we are recommending, why it matters, and how it fits into the bigger picture.