Achieve Peace of Mind
Reaching the goals you have for tomorrow begins with a relationship today. It all starts with connection. Something personal and real.
Align Your Life Plan With Your Financial Plan
A dedicated financial partner can help bring you closer to the future you see for yourself.
What We Do
Goals Based Planning
Our professional advisory firm provides personalized and tailored financial advice to help you meet your investment goals.
We help incorporate strategies and investments that can potentially help you reach your retirement goals and help you navigate major life changes or periods of market volatility.
The Brookwood team will work closely with you to develop your investment strategy and manage your assets.
Opportunity Zone Investing
Discover how incorporating Opportunity Zones into your portfolio can be a tax-efficient investment strategy.
Speak with an expert from our team
Investment advice is offered through Brookwood Investment Group, LLC (“Brookwood”) 3930 E. Ray Road, Suite 155, Phoenix AZ 85044, an investment adviser registered with the Securities and Exchange Commission. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to Brookwood’s registration status, business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Click Here for full disclosure.