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Advancing Your Best Interests

At Brookside Wealth Management, I deliver investment strategies with institutional-grade expertise. Drawing on over 25 years of experience at large banking and brokerage firms, I understand the demands of today's complex financial world.

By partnering with my firm, you will receive tailored strategies for your individual, business and family office. While managing your assets, I also focus on your best interests and take a measured approach to risk management. I strive to provide to you and your loved ones a variety of insurance solutions.* Your best interests drive my process, and I advise you to achieve your most valued goals.

  

Serving Individuals

I can help take some of the mystery out of preparing for your financial future.

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Business Planning

Special insight and perspective to help business owners pursue their objectives.

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Investment Strategies

Let my firm provide you with the guidance that can help you understand and better define your financial goals.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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Insurance Needs Assessment: When You're Newly Married

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Saving on Fitness Center Membership Costs

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The Economic Journey of Your Morning Coffee

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What to Look for in a Long-Term Care Policy

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Assess how many days you'll work to pay your federal tax liability.

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Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Here are five facts about Social Security that might surprise you.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

From Boats to Brokers

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