Brookwood Advisors provides investment management services and financial planning for individuals, companies, estates and trusts. Our investment selection process is formed by evaluating your goals and setting quantifiable benchmarks. This holistic methodology ensures that all aspects of a client’s financial situation work in unison.
Once engaged, clients receive personal attention that specifically matches their unique requirements. Frequent communication between clients and Brookwood Advisors pertaining to account performance and allocation changes is our standard business practice.
Relationships with clients and their families are of upmost importance to our firm. This is the foundation of our company. Whether you are investing for your future or for retirement, we can assist you with your investment and financial planning needs.
No strategy assures success or guarantees against loss. Investing involves risk including possible loss of principal.
Securities offered through LPL Financial, member FINRA / SIPC Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Brookwood Advisors are separate entities from LPL Financial The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, NC, WA, NY, TX, FL