Brookside Wealth Management LLC

The firm advises individuals and families—including people preparing for or living in retirement—and, when appropriate, small businesses, trusts, estates and employer-sponsored retirement accounts. Services include ongoing discretionary portfolio management for individual clients and stand-alone financial planning engagements separate from product sales.

Investment approach emphasizes fundamental and economic analysis, strategic asset allocation, diversification and periodic rebalancing, with portfolios generally designed for long-term investing rather than market timing. Financial planning is provided as a discrete engagement alongside investment management, and the firm tailors portfolios to each client’s objectives, tax considerations and cash-flow needs while exercising discretionary trading authority when authorized.

Distinctive features include offering both individualized portfolio management and separate financial-planning services despite being a newly formed, state-registered adviser with no regulatory assets under management at the brochure date, and the firm does not sponsor private funds or wrap-fee programs. The firm’s principal has prior private-wealth experience at a regional wealth-management group and also operates an unrelated e-commerce manufacturing business that consumes a significant portion of his time, an uncommon arrangement for firms of this type.