Retirement Services


Our Services

Brookwood Investment Group offers a wide range of services to help investors craft solutions for their investment needs.

Retirement Plan Consulting

Brookwood Investment Group Team is in your corner for retirement planning. We provide personalized advice based on your investment objectives, risk tolerance, age and life stage. 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.

3 (38) Fiduciary

With a 3 (38) Fiduciary you get an investment manager who has full discretion with your retirement plan’s assets and is regulated by the SEC or state securities regulators. Giving you the peace of mind knowing that your investments are being managed by a professional who is held to the highest standards of care and is legally bound to act in your best interests.

Speak with an expert from our team