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Richard W

Series 65

St George, UT

Brookstone Capital Management LLC

Richard Wilcock is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 credential and is also a Certified Public Accountant. Prior to joining Brookstone Capital Management in 2022, he worked at Goldman Sachs from 2009 to 2017 and held various roles at accounting firms including Unique Accounting and Squire & Co. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and provides discretionary investment management primarily via model portfolios and separately managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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