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Brookhaven Wealth Management

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Risk Management and Insurance

At the foundation of any sound comprehensive financial plan you will find all the risk management strategies that address income and asset protection goals.  Understanding the various types of risk exposures and the most efficient ways to help mitigate or manage them, including the utilization of insurance and other risk management techniques, is important in seeking to build and preserve wealth.  

Through our planning process we can help you evaluate and address potential coverage needs and strategies for life, health, disability, and long term care, along with advising you about and/or introducing you to a professional to discuss property and casualty coverage.

Services

  • Wealth and Financial Planning
  • Investment and Portfolio Management
  • Risk Management and Insurance
  • Self Employed and Small Business Retirement Plans

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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

2002 Summit Blvd, Suite 300, 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. 

 

Chris Cosenza CFP®, AIF®  is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Brookhaven Wealth Management and United Planners are independent companies. United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MA, MD, NC, NJ, NY, SC.

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