OUR FOUNDER
I'll start with this, thank you for taking the time to review our organization and your interest in pursuing a partnership with us. When we created this firm, we created it with the commitment to go beyond the numbers and charts, and to make sure we really understand our clients' aspirations, challenges and opportunities. This commitment has led to better client partnerships and a more pleasant way of doing business for both our firm and our clients.
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Financial discussions and decisions can be particularly challenging for the majority of us, which is why we believe in putting professionalism, integrity and education at the forefront of everything we do. Once empowered with easily digestible and easy to understand information and options that you can trust, we believe that financial discussions and decisions become much easier.
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As the founder, my obligation to you (our client) is to ensure that our organization delivers on a standard of excellence that you deserve for trusting us with your finances. A standard is a model, or point of reference, that is set as a non-negotiable target. Our standard is one of excellence that incudes world-class customer service, the highest level of integrity and a commitment to continuous improvement in all aspects of our service delivery.
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Take care,
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Mark Wygant
PERSONALIZED SOLUTIONS, EXCEPTIONAL SERVICE
Brookwood Financial Services, LLC
Overview: Brookwood Financial Services, LLC is a distinguished financial advisory firm committed to delivering personalized solutions that empower individuals and businesses to achieve their financial goals. With a client-centric approach, we provide comprehensive financial planning, investment management, and strategic guidance, setting the stage for long-term financial success.
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Our Mission: "We educate, guide and empower our clients on their financial journey. We are committed to providing personalized, actionable strategies that enable individuals to take control of their finances, make informed decisions, and embrace a life of opportunity and abundance."
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Core Values:
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Client-Centric Focus: Putting our clients' needs at the forefront of everything we do. Demonstrate a commitment to understanding and addressing the unique financial goals and challenges of each client.
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Integrity: Upholding the highest standards of honesty, transparency, and ethical conduct.
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Expertise: Continuously enhancing our knowledge and skills to provide informed financial guidance.
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Innovation: Adapting and leveraging cutting-edge solutions for the benefit of our clients. Always seeking new and creative ways to address clients' evolving financial needs.
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Community: Fostering a supportive community where financial education, trust and empowerment thrive.
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Confidentiality and Privacy: Respect and protect the privacy of our clients in all interactions and communication.
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Professionalism: Demonstrate professionalism in all aspect of business operations, and uphold a professional image and demeanor in client relationships and industry interactions.
Why Choose Brookwood Financial Services:
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Commitment to Excellence: A dedicated team committed to the highest standards of professionalism.
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Client Education: We work with our clients to provide them with the knowledge and confidence to empower them to make informed financial decisions for themselves and their families.
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Expert Guidance: Industry-leading expertise in financial planning and investment management.
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Personalized Approach: We believe your finances are personal to you. Therefore, we tailor our strategies to each client's unique financial situation and unique financial aspirations.
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Holistic Approach: We believe that to provide maximum value to our clients we must take a holistic approach, and provide a comprehensive service that includes many aspects of a clients' financial well-being including: financial planning, tax planning/ review, investment management, retirement planning, insurance planning/ review, education planning, business financial planning, specialized financial guidance (divorce, charitable giving..etc) and more.
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Easy to Use: Our belief at Brookwood is that our services should be easy to use and our processes enjoyable. We accomplish this by leveraging some of the best technology the finance industry has to offer, we answer the phones and respond to emails timely, we communicate proactively and we remain committed to transparency.