A complete list of active advisors currently associated with Brookline Wealth, LLC

Warmer can help you find a great advisor at Brookline Wealth, LLC or one who fits your needs even better.

Brookline Wealth primarily serves high‑net‑worth individuals and business entities, providing ongoing portfolio management alongside integrated wealth advisory oversight. Its services include development of individualized investment policy statements, discretionary portfolio management, and planning-level support such as trust advisory, estate/wealth transfer planning, and accounting-related oversight. The firm’s investment approach combines fundamental analysis and modern portfolio theory, typically implemented through mutual funds and ETFs and documented in a client Investment Policy Statement. Brookline Wealth generally manages accounts on a discretionary basis, employs a long‑term trading orientation (with use of margin in appropriate accounts), and may direct portions of client assets to third‑party money managers while retaining oversight responsibilities. Noteworthy among peers, the firm explicitly includes accounting services within its wealth oversight offering and does not rely on the more common percentage‑of‑assets fee model used by many advisers. Brookline Wealth operates as a small, supported practice with a single advisor and a limited client base (roughly 30 clients and about $149 million in AUM), and it requires clients to use a designated custodian while occasionally recommending third‑party managers for segments of client portfolios.

To learn more about the advisors currently working at Brookline Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.