Brookstone Wealth Management, LLC

We built our firm around a vision: to guide our clients to financial success and, in the process, build a new generation of smart, savvy investors. We are financial advisors, retirement planners and wealth managers. We are also coaches, teachers and mentors. We build strong, collaborative relationships with our clients to help them chart a course to a brighter financial future, and we empower them to aim towards maximizing their wealth and finding their True North.
We are a woman-led firm built on the belief that we can’t become ourselves by ourselves. We work with men and women and specialize in working with professionals, entrepreneurs, people in transition and high-net-worth individuals. We understand that every client is unique, with their own goals, risk tolerances and visions of success. That’s why our approach is never one-size-fits-all. Every Brookstone Wealth client receives a custom financial strategy built with three objectives in mind: 1) to understand where you are now 2) to get a clear picture of your short and long-term goals , and 3) to design a financial plan that gets you where you want to go. At Brookstone Wealth Management, we define financial success as more than return on investment. We believe, by helping clients identify and stay focused on a clear financial vision, they can achieve their goals and make their dreams a reality. And we aim to work with our clients each step of the way, helping them to become stronger, more confident investors.

Meld Financial Inc. (Meld) is a registered investment advisor. Brookstone Wealth Management is a dba under Meld’s registered investment advisor. Advisory services offered through Meld.