A complete list of active advisors currently associated with Brookside Strategy and Consulting

Warmer can help you find a great advisor at Brookside Strategy and Consulting or one who fits your needs even better.

Brookside Strategy and Consulting is a state-registered independent advisory firm that serves a small roster of individual clients, business owners, and institutional entities including trusts, pension plans and charitable organizations. The firm provides discretionary asset management alongside ongoing financial planning and business consulting, including succession and exit-planning services. Portfolios are constructed and monitored on an individualized basis and may include individual equities, fixed income, ETFs, options and alternative investments; the firm uses a blend of fundamental, technical, cyclical and sector analysis and typically manages accounts on a discretionary basis with periodic rebalancing. Financial planning and consulting are provided as ongoing engagements rather than one-time plans, and the firm coordinates with outside specialists when estate, tax, business valuation or legal input is needed. The firm’s clientele mix is notable for including charitable organizations, a relatively uncommon client type among similar independent advisers, and for an explicit emphasis on business-owner planning and exit strategy work supported by a CEPA credential held by the firm’s principal. With a very small client base and roughly $23 million in regulatory assets under management, the firm’s model emphasizes concentrated, bespoke advisory relationships rather than scaled, packaged offerings.

To learn more about the advisors currently working at Brookside Strategy and Consulting, 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.