Brooks Wealth Management is a fee-only financial planning and investment management firm serving individuals and families whose financial lives have become more complex. Based in Ventura County, California, the firm describes its approach as coordinating the decisions surrounding a portfolio through a clear, planning-first process. Its advice is provided in clients’ best interests, and the firm identifies as a fiduciary, a NAPFA member, and a practice with a CFP® professional.

Services include retirement readiness planning, tax strategy, investment management, equity compensation guidance, cash flow planning, risk management, and estate planning coordination. The firm helps clients consider questions such as when they may be ready to retire, how savings can support income, how to manage company stock or equity awards, and how to plan for major expenses or lifestyle changes. Its broader planning relationship may also address lifestyle, healthcare, income, and estate considerations alongside investments.

Brooks Wealth Management offers educational resources, including newsletters, videos, checklists, flowcharts, and free tools, and invites prospective clients to schedule an introductory consultation.