Videos

The following short videos are designed to be informational and educational in nature about topics our clients typically have questions about or are helpful in sharing our philosophy about planning and related services. Don't hesitate to contact us with any questions.

Brookhaven Wealth Management Founder's Message

Brookhaven Wealth Management Investment Process

Financial Planning Young Couple or Individual

What's the Best Way to Set Aside Funds for Future College Costs?

Life Insurance

Disability Insurance

Self Employed Retirement Plans

How To Make Your Retirement Tax Free

Aspiring Retirees

Pension Distribution or Buyout Analysis

5 Important Medicare Facts for Pre-Retirees

How Do I Choose Medicare Coverage When I Retire?

How Do You Plan For Long Term Care?

Brookhaven Wealth Management Charity Golf Classic Thank You

Check Presentation Ceremony at Visiting Nurse Hospice Atlanta for Camp STARS

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.
5555 Glenridge Connector
Suite 200
Atlanta, GA 30342

5555 Glenridge Connector, suite 200, Atlanta, GA 30342

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

Schedule a meeting through our online calendar:

For Clients:

Phone / Web Review

In Person Review

For non-Clients:

Introductory Phone Call

In Person Initial Consultation

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

Discovery Survey

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, MD, ME, NC, NJ, NY, SC, TN, TX.

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A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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