Wealth Roots™ is designed to build your foundation (get out of debt, create savings).

The Visionary Blueprint™ gives you the strategy to invest and grow your wealth.

Legacy Builder™ is our all-inclusive "Done-For-You" service that manages your entire financial complexity for you.

We do our best work with:

- Professionals, athletes, entrepreneurs, and high-net-worth individuals who want to create clarity around their finances, achieve their goals, and leave a legacy they're proud of.

-People who value expert help because they know their financial future is too important to leave to chance. They are ready to let us handle the heavy lifting of financial planning so they can focus on what matters most.

- Kind, respectful people. We've built our firm on trust and genuine connections. Working with good-hearted people who value what we bring to the table makes everything we do worthwhile.

If that sounds like you, we're here to help create a future that feels not just possible, but exciting.

At Brook Horizons, we offer a unique and transformative financial planning experience. Here's how we stand apart:

1. Exclusive Client Focus: We intentionally limit the number of clients we serve. This ensures you receive exceptional service and a highly personalized financial strategy, keeping your goals at the heart of everything we do.

2. Deeply Personalized Approach: We combine strategic expertise with a genuine commitment to understanding your unique story. Every recommendation is tailored to align with your personal goals and values.

3. True Fiduciary Commitment: As a fiduciary, we are legally and ethically obligated to act in your best interest—always. This means no commissions or hidden agendas, just transparent, unbiased advice that prioritizes your success.

4. Aligned with Your Values: We believe finance can be a force for good. By integrating cutting-edge tools, we make Environmental, Social, and Governance (ESG) investment strategies accessible, helping you align your financial goals with what matters most to you.

Brook Horizons isn’t just another financial firm; we’re your partner in building a life of clarity, purpose, and fulfillment.

We offer a clear value ladder for every stage. Our foundational program, Wealth Roots™, starts at $47/month. Our strategy and coaching program, The Visionary Blueprint™, is $97/month. For our all-inclusive Personal CFO service, Legacy Builder™, we charge a flat monthly fee that is discussed during a consultation. Asset management is an optional service with a transparent percentage-based fee.

Our onboarding process is designed to be simple, organized, and immediately valuable. Here are the first few steps:

1. Welcome Email: The moment you subscribe, you'll receive a welcome email with immediate next steps.

2. Onboarding Questionnaire: We'll ask you to fill out a confidential questionnaire and link your accounts in our secure portal. This allows us to have a complete picture of your finances before our first meeting.

3. The Kickstart Session: This is our first 1-on-1 strategy meeting. We dive deep into your goals, diagnose your situation, and lay the foundation for your financial plan.

4. Plan Delivery & Implementation: We build and present your comprehensive financial plan. We'll walk you through every recommendation and create a clear action plan for implementation.

From there, we begin our ongoing relationship of continuous monitoring and regular check-ins to ensure your plan stays on track.

Our investment approach is designed to empower your goals while carefully balancing growth and stability.

We build portfolios that focus on:

-Strategic Diversification: Efficiently allocating across asset classes to reduce risk and enhance long-term potential.

-Sustainable Growth: Prioritizing investments like dividend-paying and growth-oriented stocks to provide consistent income and appreciation opportunities.

-Risk Management: Systematically addressing volatility with strategies tailored to your individual risk tolerance and financial objectives.

We focus on your aspirations, not market returns, helping you achieve financial clarity and peace of mind.

Yes! Your CPA is excellent for what happened last year. At Brook Horizons, we focus on the future, looking for strategic ways to optimize your spending and saving for tax efficiencies throughout the year. While we provide the strategy, you (or your CPA) will still be responsible for filing your tax return.

Client assets are held securely with our custodian partner, Altruist. Altruist is a modern custodian platform trusted by thousands of independent advisory firms like ours to safeguard client assets.

Not at all. While we are proudly based in Puerto Rico, we leverage technology to serve clients effectively throughout Puerto Rico and the US. Our process is 100% digital, allowing us to connect via video calls and our secure client portal, providing the same high level of service no matter where you are.