Brooks Wealth Management

Overview

Brooks Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor, incorporating environmental, social, or governance considerations into its investment process. Brooks Wealth Management is not set up as a multi-state adviser or a pension consultant and does not act as a capital allocator or related adviser to other firms.

Assets & Accounts

Investments & Alternatives

Location & Offices