Brookwood is a boutique advisory and planning firm which caters to a discerning clientele. We offer custom services that help our clients reach and exceed their financial goals. Like our clients, we’re picky about who we work with. Fit is important to us. We expect our relationships to be long lasting and we work very hard to ensure that.
We Are In Your Corner
No matter how remarkable one financial professional is, he or she can’t compare to a team of multi-disciplined professionals. Brookwood Investment Group offers a consultative approach to wealth management stewarded by financial, tax, and legal professionals to help clients define true wealth to accomplish life and wealth goals, and lasting legacies.
We curate sound investment strategies to help protect family assets and help you to redefine what it means to achieve true wealth. Compassionate support through every emotional decision and element of planning breeds the kind of peace of mind so many advisers fail to deliver. And beyond each step of a financial plan, advisers need to actually advise — to commit to coaching clients through a life plan.