? Celebrating Our Brookstone Team! ? At Brookstone Capital Management, our success is built on the dedication, expertise, and passion of our incredible team. Every day, our employees go above and beyond to serve our advisors and clients, making a meaningful impact in the world of financial management. Today, we want to take a moment to say THANK YOU to each and every one of you. Your hard work, commitment, and teamwork drive our mission forward, and we couldn’t do it without you!
Brookstone Capital Management
投资管理
Wheaton，IL 4,997 位关注者
A powerful, TAMP+ designed to support every aspect of your practice.
关于我们
Brookstone Capital Management? is an independent and SEC Registered Investment Advisory (RIA) and wealth management firm entrusted with client assets over $8 billion. Since its inception, Brookstone Capital Management has been one of the fastest-growing RIA firms in the country and has received numerous accolades, including being recognized as a Financial Times Top 300 Firm multiple times. Today, it is one of the largest Turnkey Asset Management Platforms (TAMPs) in the country and provides its comprehensive and flexible open-architecture platform to over 1,000 affiliated advisors and firms. This highly-trained network of affiliated advisors has total access to Brookstone’s investment intelligence and collective resources, including Brookstone’s proprietary investment and wealth management process called RAISE?.
- 网站
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https://www.brookstonecm.com
Brookstone Capital Management的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Wheaton，IL
- 类型
- 私人持股
- 创立
- 2006
地点
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主要
获取路线
1745 S. Naperville Road
Suite 200
US，IL，Wheaton，60189
Brookstone Capital Management员工
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Roger Fuhrman
Investment Advisor Representative at Brookstone Capital Management
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Antonio Lugo, CFP? CRPC?
Your Financial LIFE Planning Coach CERTIFIED FINANCIAL PLANNER? Professional; Chartered Retirement Planning Counselor?
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Mick (McGarry) Murray II, CRPC?
Financial Advisor & Retirement Planner | Social Security Expert at Cosaint Retirement Solutions
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Wesley Walters- CEO
My passion is assisting clients to maximize the full potential of their financial resources
动态
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With recent financial headlines stirring concerns, are you positioned for what’s ahead? Brookstone’s CIO breaks down market movements and shares insights on sectors that tend to perform well in downturns. ? Key Topics include: ? Recession-Proof Investing – 4 strategies to navigate volatility ? Tariff Concerns – Market reactions & economic impact ? Fed & Interest Rates – What expected cuts mean for investors ? Market Sell-Off – Tech stock declines & investor sentiment shifts ? Defensive Investments – Why healthcare, utilities & consumer staples matter ? #MarketInsights
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Check out the latest CAIS Live podcast featuring our own Dean Zayed, JD, LLM, CFP. Tune in as Dean shares Brookstone's story and his vision for the TAMP space. Don't miss this incredible conversation.
Welcome back to CAIS Live Conversations: Building With Alts—a podcast about the big ideas and journeys shaping wealth management with alternatives. Our latest episode is now streaming. Join the conversation with Dean Zayed, JD, LLM, CFP, Founder and CEO of Brookstone Capital Management, a $10.5 billion RIA, as he shares the importance of culture with host Alex Cavalieri, CAIS Chief Marketing Officer. Listen in: https://lnkd.in/eU5UQmTi #alternativeinvestments #wealthmanagement #financialadvisors
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Brookstone Capital Management转发了
Proud to be a Platinum Sponsor at Ed Slott and Company's #InstantIRASuccess workshop in ??Orlando, FL! ? A huge thank you to Ed Slott, CPA and the team for their ongoing partnership and for the opportunity to share Brookstone’s vision and commitment with financial professionals dedicated to taking their practices to the next level. ? Looking forward to connecting and growing together! ???? #FinancialSuccess
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Proud to be a Platinum Sponsor at Ed Slott and Company's #InstantIRASuccess workshop in ??Orlando, FL! ? A huge thank you to Ed Slott, CPA and the team for their ongoing partnership and for the opportunity to share Brookstone’s vision and commitment with financial professionals dedicated to taking their practices to the next level. ? Looking forward to connecting and growing together! ???? #FinancialSuccess
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A huge thank you to all our Dean’s List Advisors who joined us in Panama! ??? We’re truly honored to have you as part of the Brookstone Capital Management family. It was a pleasure celebrating your success together—here’s to many more achievements ahead! ?? #DeansList
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?? We are thrilled to announce this new integration with Catchlight as we continue to enhance our solutions and offerings for our Brookstone Advisors. This new integration provides valuable and actionable insights for your Retirement Wealth Academy classes. ??♂? Reach out to the Brookstone Marketing team to see it in action!
We are excited to be working with Jason Lindsay, MBA of Brookstone Capital Management! He and the Retirement Wealth Academy team are using Catchlight to help identify top prospects in their courses and equip advisors with even greater insights. Forward-thinking firms like Brookstone are integrating Catchlight directly into the systems they use every day so advisors can prioritize their leads, personalize their outreach, and tailor their classes using key information like: ?? Likelihood to convert ?? Estimated investable assets ?? Estimated income range ?? Age range ?? Personal and financial interests ?? Predicted life events ?? Home value and more Jason is laser focused on ROI and sees the evolution of digital and data driving improvements. Check back in a few months as we report on their progress. #BuiltInLabs #Catchlight #AI #WealthManagement #FinancialAdvisors
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President Trump's latest round of tariffs has sparked renewed debates on trade policy and its effects on the markets. Brookstone’s CIO breaks down how these tariffs could influence the U.S. economy, the dollar, and financial markets. He also explores: ?? The percentage of U.S. GDP driven by exports ?? Which trading partners are most affected ?? The implications of tariffs on the strength of the U.S. dollar ?? Potential effects on the four-year election cycle #MarketInsights #Economy #Markets #Investing #Tariffs #WealthBuilding
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We had the honor of attending the #AmeriLifeNationalKickoff at the JW Marriott in Tampa! ?? ? ?? We were proud to take the stage during the Wealth Division Panels, sharing insights and strategies to help shape the future of financial services. ? A big thank you to AmeriLife for hosting such an impactful event and to everyone who joined us for meaningful discussions about growth and opportunity in the financial space. ? #TogetherAsOne
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