Brooks + West is an independent
intergenerational wealth advisory firm
providing custom advice to high
net worth individuals, families,
professionals and entrepreneurs.
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our values
We are true to ourselves and act according to our beliefs and doing what we think is right for our clients; taking the high road and playing the long game.
We adapt to changing risk, opportunity and need, proactively fine-tuning to achieve your investment goals.
We build open communication and trust through personalized service and transparent communication of both the good and the bad.
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solutions
We offer professional discretionary portfolio management services to all of our clients. We assess your investment needs, goals and risk tolerance to create and maintain a personalized investment portfolio for your long term benefit.
Family services – conflict is inevitable, combat is optional. A distinct niche of mediation and financial services regarding separation, divorce and intergenerational conflict.
Life insurance is a key component in risk mitigation. Flexible in use, covering basic life needs to tax minimization and corporate investment strategies.
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