At Brookwood Wealth Management we help our clients transition from the children's menu of publicly traded stocks, bonds, mutual funds, and annuities to the adult menu of investment planning that includes allocations to private equity, private debt, real estate, energy, and other important asset classes that compliment a traditional investment portfolio.
While most of the national investment firms focus on investing in the 2% of companies that are publicly traded on the stock market, we focus on introducing investors to the world of private equity and investing in successful private companies.
While most of the national investment firms focus on investing in the 2% of companies that are publicly traded on the stock market, we focus on introducing investors to the world of private equity and investing in successful private companies.
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