Brookstone Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

351 Main St, Oxford, Massachusetts, 0154...

Phone Number

(508) 987-0700

Revenue

<$5 Million

Industry

Finance Securities Trading

About Brookstone Wealth Management

Brookstone Wealth Management specializes in providing personalized financial planning and investment strategies for successful individuals, families, and business owners. Their services include retirement income planning, tax optimization, and comprehensive financial analysis, aimed at helping clients achieve financial confidence and freedom. The firm focuses on building long-term relationships through a thoughtful and transparent approach, ensuring that clients' unique goals and concerns are addressed. With a team of experienced advisors, Brookstone Wealth Management combines sophisticated strategies with a personal touch to guide clients through their financial journeys.Explore more
Brookstone Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Brookstone Wealth Management Org Chart

PhoneEmail
SW
United States flag for contact location.

Manager, Operations

PhoneEmail
JM
United States flag for contact location.

Client Service Associate & Manager, Office

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brookstone Wealth Managem...

<$5M
1-10
Private
-
2004
SW
Scott WagnerManager, Operations
<$5M
1-10
Private
-
1995
HR
Heather RialMarketing Specialist
<$5M
1-10
Private
-
2008
SM
Scott McDonaldPresident & Founder
Illustration of an envelope

Brookstone Wealth Management Tech Stack

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Frequently Asked Questions Regarding Brookstone Wealth Management

What is Brookstone Wealth Management's official website?
Brookstone Wealth Management's official website is www.brookstonewealthmanagement.com
What is Brookstone Wealth Management's Revenue?
Brookstone Wealth Management's revenue is <$5 Million
What is Brookstone Wealth Management's SIC code?
Brookstone Wealth Management's SIC: 62,628
What is Brookstone Wealth Management's NAICS code?
Brookstone Wealth Management's NAICS: 52,523
How many employees does Brookstone Wealth Management have?
Brookstone Wealth Management has 1-10 employees
What industry does Brookstone Wealth Management belong to?
Brookstone Wealth Management is in the industry of: Finance, Securities Trading
What is Brookstone Wealth Management competition?
Brookstone Wealth Management top competitors include: McDonald Wealth Management, Rodgers Financial Group
What technology does Brookstone Wealth Management use?
Some of the popular technologies that Brookstone Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Mailgun
How do I contact Brookstone Wealth Management?
Brookstone Wealth Management contact info: Phone number: (508) 987-0700 Website: www.brookstonewealthmanagement.com
What does Brookstone Wealth Management do?

Brookstone Wealth Management specializes in providing personalized financial planning and investment strategies for successful individuals, families, and business owners. Their services include retirement income planning, tax optimization, and comprehensive financial analysis, aimed at helping clients achieve financial confidence and freedom. The f... irm focuses on building long-term relationships through a thoughtful and transparent approach, ensuring that clients' unique goals and concerns are addressed. With a team of experienced advisors, Brookstone Wealth Management combines sophisticated strategies with a personal touch to guide clients through their financial journeys.Read More

What are Brookstone Wealth Management social media links?
Brookstone Wealth Management Linkedin page Brookstone Wealth Management Twitter page Brookstone Wealth Management Facebook page
Is Brookstone Wealth Management a public company?
Brookstone Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Brookstone Wealth Management

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