Expand Your Offering
Enhance your business and become a comprehensive wealth management practice.
Expand Your Business' Share-of-Client
At Brookwood, we help entrepreneurial financial advisors expand beyond basic services to develop comprehensive wealth management practices. Our value-add technologies equip you with the tools to offer a full range of services, from financial planning and behavioral finance to lending and estate planning. With Brookwood's advanced resources, you can meet a broader array of your clients' financial needs, enhancing your offerings and strengthening your position as their essential wealth management partner.
Grow your practice with industry-leading wealth management software
Financial Planning
Brookwood provides advanced financial planning tools that help financial advisors create personalized, detailed plans for their clients. Covering retirement, tax strategies, investment goals, and cash flow management, these tools enable comprehensive advisory support. Our intuitive platform simplifies data analysis, scenario modeling, and the delivery of actionable advice. Strengthen your client relationships and position yourself as a trusted wealth management advisor with Brookwood's comprehensive approach to financial planning. Guide your clients confidently through every stage of their financial journey.
Provide holistic financial advice
Make data-driven recommendations
Connect goals and investment performance
Behavioral Finance
Brookwood offers advanced behavioral finance tools that help financial advisors understand the psychological factors driving their clients' financial decisions. These tools provide insights into risk tolerance, decision-making, and emotional responses to market changes. By incorporating behavioral finance into your practice, you can offer more personalized advice, guiding clients to make better choices and while remaining committed to their long-term goals. Brookwood’s behavioral-finance approach enhances client outcomes and strengthens trust and loyalty between you and your clients.
Help clients build financial self-knowledge
Develop persona-based investment strategies
Build deeper advisor-client relationships
Lending
Brookwood helps financial advisors to expand their services with access to an innovative lending platform. Our tool offers a range of lending options, including personal and business loans, lines of credit, and mortgages. With seamless integration, you can easily manage loan applications, track progress, and offer competitive rates and tailored solutions. Adding lending services to your practice allows you to meet more of your clients' financial needs, positioning your advisory as a comprehensive wealth management provider. This added value enhances client relationships and boosts your business's appeal.
Fund client liquidity needs
Protect assets under management
Simple, streamlined lending process
Estate Planning
Brookwood provides robust estate planning tools that help financial advisors create comprehensive plans, including wills, trusts, and asset protection strategies. Our intuitive interface simplifies the complexities of estate planning, ensuring clients' wishes are clearly documented and legally sound. By offering complete estate planning services, you can help clients preserve their wealth and legacy for future generations. Adding estate planning to your advisory practice enhances client satisfaction and strengthens your position as a full-service wealth management advisor.
Expand assets under management
Attorney-connected process
Build multi-generational relationships
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Success Stories
Brookwood provides the resources and support I need to focus on growing my business and serving my clients (instead of getting stuck on all the "other" stuff). It's an independent and entrepreneurial platform without all the red tape that many organizations have.
Ross Atefi
Yatra Wealth Design
Brookwood’s resources have helped me focus on building my business while offering a succession plan for my clients after 42 years.
Steve Schippel
Schippel Consulting
At Brookwood, I've found true autonomy to shape my practice, backed by compliance that actually supports my growth instead of hindering it. The team's unwavering support has been crucial in building my unique advisory business.
Cassie Kang
CK Wealth Management
Brookwood feels like a true partner the way they approach relationships with their advisors. The support, resources and guidance I receive from them allows me to focus on providing the best service to my clients as I possibly can.
Zachary Jones
Dovetail Capital Management
Is it Time to Invest in Your Future?
Discover how Brookwood’s innovative RIA approach can transform your financial advisory business.
FAQs
Find answers to common questions about Brookwood.
As an atypical RIA, Brookwood provides entrepreneurial financial advisors with advanced tools and technologies to expand beyond traditional advisory services. By integrating financial planning, behavioral finance, lending, estate planning, and more into your practice, you can transform your business into a comprehensive wealth management solution, meeting a wider range of your clients' financial needs.
Expanding into comprehensive wealth management with Brookwood allows financial advisors to meet more of their clients' financial needs, build multi-generational relationships, and enhance client loyalty. This holistic approach differentiates your practice in a competitive market and strengthens your personal value proposition.
Yes, Brookwood’s tools, such as behavioral finance and estate planning, help financial advisors build deeper relationships by offering more personalized and comprehensive services. These tools enable you to understand your clients better, address their specific needs, and build trust and loyalty.
Brookwood’s platform integrates various tools that enable financial advisors to provide holistic financial advice. From financial planning to behavioral finance and estate planning, our comprehensive approach helps you connect your clients' goals with investment performance, offering a complete wealth management experience.
Brookwood offers advanced financial planning tools that enable advisors to create personalized, detailed financial plans for their clients. These tools cover retirement and tax strategies, investment goals, and cash flow management, allowing you to provide comprehensive and holistic financial advice.
Brookwood’s behavioral finance tools help financial advisors understand and address the psychological factors influencing clients' financial decisions. By gaining insights into clients' risk tolerance and decision-making processes, you can offer more personalized advice and build deeper, more trusting relationships.
Brookwood’s lending platform allows financial advisors to offer a range of lending options, including personal and business loans, lines of credit, and mortgages. This seamless integration helps you manage loan applications and provide tailored lending solutions to meet your clients' liquidity needs.
Brookwood’s lending platform is simple and streamlined, designed for seamless integration into your practice. Our platform provides competitive rates and tailored lending solutions, making it easy to manage loans and protect assets under management while enhancing client satisfaction.
Brookwood provides robust estate planning tools that help financial advisors develop comprehensive estate plans, including wills, trusts, and asset protection strategies. Our platform simplifies the estate planning process, ensuring your clients' wishes are documented and legally sound, enhancing your role as a full-service wealth management advisor.
Making Brookwood your RIA partner is easy. Contact Brookwood for a personalized consultation, and our team will guide you through integrating new services into your practice. We provide all the tools, support, and resources needed to enhance your service offering and grow your business.