Planning That Puts Your Life First.
Independent, fee-only, fiduciary financial planning for high-income professionals and business owners who want more than a managed account.
Founder & Lead Financial Advisor
Brooks Wealth Management LLC
Westlake Village, CO
CERTIFIED FINANCIAL PLANNER
XY Planning Network Member
Fee-Only Network Member
Scott Brooks, CFP
Founder & Lead Financial AdvisorScott began his career at one of the larger independent advisory firms in Northern Colorado, where he was introduced to the full scope of financial planning, from portfolio construction to multi-generational wealth strategy. He later moved to Denver, joining a prominent RIA where he served as a lead financial advisor and portfolio manager. There he developed deep expertise in tax-efficient investing, retirement income planning, and equity compensation.
What he observed over those years shaped the firm he chose to build. The advisory industry, at scale, tends to reward volume over depth. Sales quotas, product incentives, and the pressure to grow headcount can quietly erode the quality of advice clients actually receive. Scott left that environment deliberately. Not because he wasn't succeeding in it, but because he believed clients deserved better than what the model allowed.
Brooks Wealth Management was founded on a different premise: that a smaller, focused practice, one that limits the number of households it serves, can deliver the kind of planning that most clients never experience. The tools, research access, and peer networks available to independent advisors today rival anything offered inside a large institution. Scott participates in regular roundtables with other independent firm founders, staying at the front edge of industry best practices and planning strategies.
He is a CERTIFIED FINANCIAL PLANNER professional, a member of the XY Planning Network, and affiliated with the Fee-Only Network, organizations that hold their members to a fiduciary standard and prohibit commission-based compensation.
Built on Main Three Commitments
The advisory industry is full of firms that look independent but aren't. Fiduciary in name, commission-driven in practice. Comprehensive in the brochure, transactional in the meeting. Brooks Wealth Management was built to be different on all three counts.
Fiduciary. Always.
As a fee-only, fiduciary firm, we are legally and ethically obligated to act in your interest, not ours. We do not earn commissions, accept referral fees, or sell products. Our compensation comes only from you, which means our advice is never influenced by anything else.
Depth Over Volume
Most advisory firms manage hundreds of households per advisor. We don't. By intentionally limiting the number of clients we serve, we are able to deliver the same depth of planning and portfolio management that institutional clients receive, applied to your specific situation and not a template.
Comprehensive by Design
Investment management is one piece of a much larger picture. Our planning covers tax strategy, cash flow, insurance, estate considerations, equity compensation, and retirement income, coordinated together and not treated in isolation. This is what comprehensive planning actually means.