We create custom wealth management strategies based on your needs.
We can help construct an investment portfolio that is aligned with your needs and risk tolerance, and then make adjustments for you as conditions change. Rather than chasing after high returns, our risk-managed approach is designed to protect and grow your wealth over time to maximize the chances of you reaching your goals.
There are investing principles and strategies that may enable you to put together a retirement portfolio that reflects your risk tolerance, time horizon, and lifestyle goals . You've made investments your whole life. Work with us to help make the most of them.
This is an important area is often overlooked, especially by those who think they aren't wealthy enough to need it. We'll help review beneficiary designations, assess the need for documents such as wills or trusts or powers of attorney, optimize asset titling, and address any other estate concerns.
Understanding tax strategies should be a part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial future.
Whether you are interested in moving forward or simply would like to learn more about our financial planning services, we are here to help.
9706 Plymouth Rd, Suite 600 San Antonio, TX, 78216
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and American Benefits Advisor are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
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