Established in Year 2005

General Info

Brookshire Wealth Managment was founded nearly a decade ago based upon the belief that exceptional financial services require freedom from the corporate influences present at most traditional investment firms and financial institutions. Our rapidly growing list of clients have come to expect the excellence and unbiased guidance that is characteristic of an ongoing relationship with an experienced financial advisor.

Hours

Regular Hours

Mon - Fri:	8:00 am - 4:00 pm
Sat - Sun	Closed

Martin Luther King Day

2024/01/15	Closed

Presidents' Day (Washington's Birthday)

2024/02/19	Closed

New Year's Day

2024/01/01	Closed

Memorial Day

2024/05/27	Closed

Veterans Day

2024/11/11	Closed

Labor Day

2024/09/02	Closed

Thanksgiving Day

2024/11/28	Closed

Christmas Day

2024/12/25	Closed

Independence Day

2024/07/04	Closed

Columbus Day

2024/10/14	Closed

Categories

Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services

Services/Products

We serve individuals and businesses in all areas of investment planning, including: • Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. • Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists. • Estate planning* - Working with estate-planning and trust specialists available through affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. • Risk management - Reviewing existing insurance policies. • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

Payment Options

Location

Belden Village Tower

Other Link

http://brookshirewealth.com