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Brookes Pytak Wealth Management

Adaptable wealth strategies for a modern mindset

Our clients see wealth differently. They want to preserve and protect their legacy as much as they want to generate new wealth. They’re curious about the constantly shifting markets but want a plan rooted in the fundamentals of long-term planning. They recognize growth and preservation are the pillars of wealth.

This line of thinking sits at the core of everything we do as Brookes Pytak Wealth Management. We know our clients are entrepreneurial and family driven. Their needs are diverse. And we know nothing is more important than the fundamentals. They want the confidence of working with a wealth manager and investment advisor team that does what’s in their best interest.

And that’s what we do — we develop wealth solutions and strategies that fit our clients’ lifestyles. We adapt to our clients’ needs, designing wealth plans that maximize returns while minimizing tax and risk. Through our in-house team of Tax & Estate Planning professionals we develop a plan to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have. All aspects follow strict compliance protocols.

We’re committed to transparency and trust. We’re committed to you. We’re Brookes Pytak Wealth Management — where new wealth strategies meet fundamental planning.  

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

19 April 2021
Bull market year 2 or 12?
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12 April 2021
The path to normal
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April 2021
Investor Strategy: Another great quarter to be an investor
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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