Scott Brooks (CFP®)
Scott Brooks focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
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 planning
Additional 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.
NAPFA Start Date
November 25, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.