We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
OUR MISSION
Our mission is to preserve and grow capital for clients by attempting to produce above-average absolute returns with reduced volatility and risk.
We specialize in conservative wealth management with a tactical approach to investing. Simply put, buy and hold will not always work in the long-term. Our philosophy is to use a multi-asset approach including domestic and international stocks along with Bonds, Reit’s and commodities, gauged against the cycles of the market.
Our commitment to regular communication and sound investment strategy has allowed us to build long-term relationships that weather the test of the markets and time.
There is no assurance these investment goals will be achieved. Investing involves risks including the potential loss of capital.
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Robert Brooks
Vice President of Investments
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Wyatt Brooks, CFA®
Certified Financial Analyst™
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Danna J. Campbell
Senior Registered Client Service Associate
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
