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.

Brookside Wealth Management LLC provides ongoing portfolio management and financial planning to a very small client base. Its clients include high‑net‑worth individuals, charitable organizations, corporations and insurance companies, and the firm also reports servicing pension and profit‑sharing plan clients — a service that is relatively uncommon among independent advisers. The firm documents client objectives in an Investment Policy Statement and offers both discretionary and non‑discretionary management with regular reviews of accounts. Its investment approach blends cyclical and fundamental analysis with modern portfolio theory and employs both long‑ and short‑term trading across a broad range of holdings, including mutual funds, fixed income, real‑estate funds, ETFs (including precious metals), annuities, venture capital and private placements. Compared with peers, Brookside is notable for managing all client assets in‑house for a very concentrated client roster, which results in a relatively high level of advisor oversight per client. The brochure also discloses that the adviser may receive outside compensation for the sale of investment products and maintains relationships with multiple custodians (including a recently added custodian), arrangements that can introduce conflicts of interest or differences in execution practices relative to many similarly sized independent firms.

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.