What We Believe
Fiduciary first. As an Investment Adviser Representative under Brookstone Wealth Advisors, I'm legally and ethically bound to put your interests ahead of my own on the investment side. That's not a slogan. It's the standard.
Plain English about how we get paid. You'll always know exactly what you're paying us, what the fund companies are paying themselves, and — if an insurance product is part of your plan — what commission is involved. Before you sign anything.
The right tool for the job. Sometimes the right answer is a portfolio built from low-cost funds. Sometimes it's a Roth conversion. Sometimes it's an annuity to lock in a piece of guaranteed income.* We don't pick the tool first and reverse-engineer the reason — we build the plan, and then we use whatever the plan calls for.
Your money stays your money. We hold nothing. Your investment accounts are custodied at independent third-party custodians such as Schwab and Fidelity. You can see every dollar, every day. We never have access to withdraw funds for ourselves — only to deduct the advisory fee outlined in your agreement.