A complete list of active advisors currently associated with Brookside Wealth Management LLC

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

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.

To learn more about the advisors currently working at Brookside Wealth Management 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.