aBOUT Angel Morales, AFC

Welcome to Brook Horizons, where financial guidance meets purpose, passion, and personalized care.

My name is Angel Morales, and I am more than just a financial advisor—I’m a husband, a father, and someone who understands the challenges of building a secure future from the ground up. My journey hasn’t been a straight line, but it has shaped my unwavering dedication to helping individuals and families like yours take control of their financial destiny.

A Story of Resilience and Discovery

Years ago, after finishing an 8-year tenure as a professional baseball player with the Minnesota Twins and the Miami Marlins, I transitioned into what many people call a "normal life." For the first time, I faced struggles familiar to so many.

I was a young college student with no money, balancing three jobs while trying to support my newlywed wife. I dreamed of a future where we could live in a city we loved, with stable jobs, and I could be present for my family. But life threw its challenges: after graduation, the COVID-19 pandemic hit, and the job market collapsed. Unable to find work in my field, I faced the heartbreaking reality of being separated from my wife and newborn son, working over 1,600 miles away just to make ends meet.

Despite these struggles, I knew I had to find a better way—not just to survive but to thrive. It was during this time that I discovered the power of investing. A friend introduced me to the concept of making money work for me, not the other way around. That single epiphany sparked a journey of learning, growth, and transformation.

Creating Wealth with Purpose

Through trial, error, and relentless determination, I developed a system that I call WealthFlow. It’s a strategy that enables wealth creation while preserving the balance and quality of life we all strive for. Unlike the stress-filled methods I first used, WealthFlow allows me—and now my clients—to achieve financial growth with less time and emotional strain.

This experience taught me an invaluable lesson: financial freedom is not just about building wealth; it’s about building a life you love. Today, I use my expertise to help others create financial strategies that reflect their goals, values, and aspirations, empowering them to design their ideal future.

WHAT GUIDES AND INSPIRES US

Our Values

At Brook Horizons, we believe financial success is about more than numbers—it's about creating a meaningful, fulfilling life. Our values shape every interaction, ensuring we deliver a personalized experience that empowers you to achieve your dreams.

Integrity

We lead with honesty, transparency, and an unwavering commitment to doing what's right. Our clients' trust is our most valuable asset, and we earn it every day through ethical and client-first actions.

Empowerment

We’re passionate about helping you realize your potential. By sharing knowledge and offering unwavering support, we empower you to take control of your financial future with confidence.

Collaboration

Great achievements are never made alone. Our team thrives on working together to create innovative solutions, aligning your unique goals with a comprehensive financial strategy.

Growth

We believe in continuous learning and evolution—both for our clients and ourselves. We embrace challenges as opportunities to grow, improve, and lead by example.

Purpose

Every decision we make is guided by the impact it creates. We aim to align financial success with a life of meaning, where your achievements contribute to a brighter, shared future.

Why Brook Horizons Exists

Brook Horizons was founded on the belief that everyone deserves access to ethical, transparent, and personalized financial guidance. As a fiduciary, I am committed to acting in your best interests, providing you with the tools and support to achieve your goals without hidden fees or conflicts of interest.

I understand the weight of financial stress because I’ve lived it. That’s why I’m passionate about creating holistic financial plans that consider every aspect of your life, from your investments to your aspirations.

Together, we can build a roadmap that not only helps you achieve financial success but also aligns with the life you envision.

Let’s Build Your Future Together

At Brook Horizons, I don’t just manage portfolios; I help individuals and families rewrite their financial stories. Whether you’re planning for retirement, growing your wealth, or navigating life’s uncertainties, I’m here to guide you every step of the way.

Let’s turn your financial dreams into reality—so you can focus on what matters most.

With love and respect,

Angel Morales

Founder & Fiduciary Financial Advisor

Brook Horizons LLC

See if we’re a good fit.

Achieving one’s ideal life may feel unattainable, but with the right path, tools, and support, anyone has the power to realize their greatest ambitions. Answer a few questions to see if we should work together and schedule a time to talk.

  1. Start by introducing yourself.

  1. Nice to meet you! How can we get in touch?

  1. What's your age range?

  1. What's your annual household income?

  1. Your total investable assets?

We are committed to providing exceptional value, ensuring that our fees reflect the level of personalized support and guidance we offer at every stage of your financial journey.

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One-Time Financial Plan Creation:

For a one-time fee of $500 to $1000, depending on complexity, due at the end of your second planning session, we will develop a customized financial plan designed to set you on the path to financial success.

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Ongoing Financial Planning Services:

Our monthly fees range from $67 to $597, depending on the complexity of your financial situation, allowing us to tailor our services to meet your specific goals and needs.

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Asset Management Services:

Annual fees range from 1.00% to 0.50% of your assets, depending on account size. These services are available exclusively to clients enrolled in Financial Planning Tier 1 or higher.

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Our straightforward and transparent pricing ensures that you receive high-quality, client-centered services that align with your unique financial goals.

Brook Horizons is a full-service financial advisory firm offering investment management, comprehensive financial planning, tax optimization strategies, and legacy planning.

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San Juan, PR

Copyright © 2025 Brook Horizons.

All rights reserved.

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.