Investment Services

We manage risk and wealth responsibly based on your individual goals and risk tolerance. Analysis of your existing investments will also help determine if you are invested based on your goals, risk tolerance and clear objectives. If you would like our opinion or recommendations on your investments, we will provide it. If not, we will not. Our services, if you choose to take advantage of them, are paid for by fees, not commissions based on the assets we manage. These fees are competitive and will be explained very clearly.

Accounts are held by Charles Schwab.  Charles Schwab is among the leaders of technology to assure the customer's experience is a positive one.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Planning by Design Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold by licensed and appointed agents of Planning by Design Financial. 

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