7 Secretos Que Transformarán Tu Vida Financiera

We, along with 3,000 other advisors, have partnered with Altruist to act as custodian for client assets. This partnership provides us access to a wide range of services to help serve our clients.

At Brook Horizons, we pride ourselves on offering 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, ensuring you receive exceptional service and highly personalized financial strategies. Your goals and aspirations remain at the heart of everything we do.

2.Deeply Personalized and Inclusive Approach

We combine strategic expertise with a genuine commitment to understanding your unique story. Whether you’re embarking on your financial journey or managing significant wealth, we tailor every recommendation to align with your goals and values.

3.Tailored Solutions for Every Stage

From building a solid foundation to managing complex financial scenarios, we provide customized guidance that evolves with your needs. No matter where you are in life, we’re here to help you thrive.

4.Aligned with Purpose and 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 your personal values and contribute to a better world.

5.True Fiduciary Commitment

As a fiduciary, we’re legally and ethically obligated to act in your best interest. This means no commissions, no hidden agendas—just transparent, unbiased advice that prioritizes your success over everything else.

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

At Brook Horizons, we’re here to help people from all walks of life build the financial future they deserve. That said, we’re a business, and staying viable means we need to charge for the work we do. But we take pride in making every dollar count by offering the kind of personalized, thoughtful guidance that transforms lives.

Here’s who we do our best work with:

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

-People who value expert help because they know their financial well-being—and financial future—is too important to leave to chance. They’re ready to let us handle the heavy lifting of financial planning and investment management, so they can focus on what matters most in life.

-Kind, respectful people. We’ve built Brook Horizons 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. Let’s work together to create a future that feels not just possible, but exciting.

Our transparent, tiered fee structure offers a comprehensive range of services tailored to your needs:

Tier 0: Financial Foundations

Establish a solid financial base with personalized guidance on budgeting, goal-setting, and ongoing progress reviews.

Tier 1: Investment Essentials

Dive into the world of investing with tailored strategies, while enjoying the foundational financial services that set you up for success.

Tier 2: Strategic Wealth Planning

Take your wealth management to the next level with advanced tax and investment strategies, bi-annual reviews, and a customized planning approach designed for your long-term goals.

Tier 3: Elite Wealth Management

Experience all-inclusive wealth management, including estate planning, philanthropic strategies, and quarterly reviews to ensure your wealth is working as hard as you do.

Investments made simple

In addition to our robust financial planning services, we offer investment management to free up more of your time. With our expertise, you can focus on what truly matters to you—and leave the financial details to us.

Our investment management services offer tailored strategies, featuring ESG-focused and asset class model portfolios, all designed to align with your specific financial goals.

We offer tiered pricing to suit a variety of financial needs:

Financial Planning Services: Starting at $67 per month for Tier 0 and up to $597 per month for Tier 3.

Asset Management Services: Annual fees range from 1.00% for portfolios up to $250,000 to 0.50% for assets over $1.5 million. AUM services are exclusively available to clients enrolled in Financial Planning Tier 1 or above.

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A One Time Financial Plan Creation: $500, due at the end of the Planning “2nd Visit”, ensuring personalized guidance and a seamless start to your financial journey.

Our transparent pricing ensures you receive exceptional value tailored to your financial goals.

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 believe taxes could be your largest lifetime expense. We look at tax strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.