Brooks + West is an independent
intergenerational wealth advisory firm
providing custom advice to high
net worth individuals, families,
professionals and entrepreneurs.
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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our clients
Value honesty, resourcefulness and transparency.
Speak from experience, knowing when to seek professional advice.
Seek opportunities to enhance financial and personal wellbeing.
Are focused on growing and preserving wealth over the long term.
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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