Brook Wealth Counsel

Helping business owners and successful families capitalize on their legacy

Working with entrepreneurs and their families for 20 years, we’ve seen firsthand the level of focus and attention required to build and maintain a successful business. It’s a rewarding experience but it takes time and commitment. That’s why our clients are drawn to us: we simplify your life so you can focus on your business and doing the things that make you happy.

That means looking for inefficiencies in your finances and optimizing your tax strategy by identifying blind spots. We develop a comprehensive wealth plan that helps you preserve the legacy you’ve worked hard to build and expand on it through goals-based investment portfolio planning. We help you gain clarity surrounding your goals and proactively update your plan to ensure you’re on track. We support you as you move through life’s milestones whether that’s the purchase of a new house, the sale of a business or the transition into retirement – allowing you to experience the moment while we work with your outside counsel and Richardson Wealth’s in-house team of tax, estate and insurance planning experts to coordinate the details.

We aim to connect with our clients on a personal level and understand what motivates you – what you want and need, and what makes you feel secure. There are few things better than bonding with our clients over shared interests and passions like squash, skiing and golf. That’s what drives us: the people we meet and work with, the lives we impact.

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.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article

 

Train arriving, symbolizing timely insights

Market research
Insights

 

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

Market Ethos

13 May 2024
Getting positive on Emerging Markets
View article

 

29 April 2024
Earnings riding a wave of optimism
View article

 

 

Investor Strategy

May 2024
Goldilocks and the bad news bears
View article