Scott Brooks (CFP®)
Scott Brooks focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Comprehensive financial planning for high-income professionals and families - Retirement planning & income distribution strategies - Tax-efficient investing and Roth conversion strategies - Equity compensation & stock option planning (RSUs, ISOs, NSOs, ESPPs) - Employer benefit optimization (401(k), HSA, pension, PERA, PRAP/PCRA) - Business owner succession & sale planning - Multi-generational wealth & estate planning - Education funding strategies (529, Coverdell, gifting) - Risk management and long-term care planningAdditional Information
Brooks Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm built on one simple belief: Less Selling. More Listening. We exist to serve as a financial CFO for our clients — helping them navigate investments, taxes, retirement, and life transitions with clarity and confidence. Unlike traditional firms, Brooks Wealth Management rejects commissions, product quotas, and corporate layers. Our process starts with deep discovery, not a sales pitch. Every client relationship begins with listening, understanding goals, and providing honest guidance tailored to their unique situation. We offer three levels of service: Free educational resources for anyone wanting to learn. $150 flat-fee financial plans providing up to four hours of tailored advice. Ongoing wealth management partnerships for households seeking long-term, comprehensive guidance. Our clients include high-income professionals, business owners, airline pilots, retail executives, educators, and athletes — people with complex financial lives who value a trusted, long-term partner.NAPFA Start Date
November 25, 2024
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