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Brookhaven Wealth Management

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  2. Who We Serve
  3. Families and Individuals

Families and Individuals

Whether you are a young family just starting out with a variety of accumulation and protection goals or empty nesters focused on your retirement, having a well-conceived plan is important to your success. We can work with you to develop and implement a comprehensive financial plan to address all of your investment and risk management needs or a more focused plan targeting a specific goal, such as 

 

  • Protecting you and your family in the event of a death, disability or illness
  • Funding a college education or other accumulation goal
  • Building a more efficient investment portfolio
  • Accumulating capital for retirement
  • Maximizing retirement income
  • Planning for the efficient distribution of your estate

 

How We Help Young Families and Individuals

 

 

 

Click the button below If you’d like to learn more about our wealth and financial planning services

Learn More

Who We Serve

  • Families and Individuals
  • Self Employed
  • Aspiring Retirees

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Contact Us

Don't hesitate to get in touch with us.
We would enjoy the opportunity to earn the privilege of working with you.

Brookhaven Wealth Management, Inc.
2002 Summit Blvd
Suite 300
Brookhaven, GA 30319

1418 Dresden Drive, Suite 240, Brookhaven, GA 30319

  Tel: 678-929-6570
  Fax: 678-929-6572
  Email: info@brookhavenwm.com

       

Get Directions

Schedule a meeting through our online calendar:

For Clients:

Phone / Web Review

30
Min

In Person Review

60
Min

For non-Clients:

Introductory Phone Call

10
Min

In Person Initial Consultation

30
Min

Please complete our Discovery Survey in preparation for our first call or meeting

Discovery Survey

     Fill out the form below and we'll be in touch. 

 

Financial Planning, Investment Advisory Services and Securities offered through LPL Financial, A Registered Investment Advisor and Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL, GA, LA, MA, MD, NC, NJ, NY.

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