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.