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.
I can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives.Learn More
Let my firm provide you with the guidance that can help you understand and better define your financial goals.Learn More
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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
This worksheet can help you estimate the costs of a four-year college program.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Do your insurance needs stay the same when the nest empties?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.