Boca Raton, FL Office

Brookwood serves individual investors (including non‑HNW and high‑net‑worth clients), businesses, and employer‑sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm offers both discretionary and non‑discretionary management and may recommend or direct clients to third‑party managers and platforms as part of its service set.

Brookwood customizes portfolios through an initial assessment and investment policy statements, using passively managed, actively managed, tactically managed, and blended strategies as appropriate to client objectives. Advisors negotiate fees and may waive operational or custodian fees; the firm performs ongoing monitoring, due diligence on recommended managers, and implements a range of instruments (including options, structured notes, and private/unregistered investments) where suitable.

Several features distinguish Brookwood from many peers: it operates a network of proprietary partner offices under local “doing business as” names and maintains multiple affiliated businesses (an insurance agency, a compliance/legal services entity, and an affiliated CPA practice). The firm also maintains platform relationships—Estate Guru for attorney‑guided digital estate planning, StoneCastle’s FICA cash management program (Brookwood receives a referral fee), and UPTIQ for lending introductions (sharing referral compensation); Brookwood reported about $1.252 billion in AUM as of December 31, 2025 and was formed in 2021.