Committed to helping you and your family

Committed to helping you and your family

At the heart of each client relationship at Brooke & Schafer is a customized investment strategy that is tailored to meet your specific financial goals based on your individual risk tolerance. Our comprehensive approach to managing your wealth gives your family the security that comes with knowing you have planned financially for every stage of life.

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Assisting business owners since 1978

Assisting business owners since 1978

A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, “Am I doing enough?” or “Do I have the best retirement plan for my company?” At Brooke & Schafer, we help you answer those difficult questions.

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Join our professional family of wealth advisors

Join our professional family of wealth advisors

We understand what it means to be in business for yourself, but not necessarily by yourself. You demand the independence to run your business in a way that best meets the needs of your clients and the goals for your practice. With Brooke & Schafer you can focus on what you do best: developing client relationships, gathering assets, and building your business, while we focus on what we do best – supporting you.

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Take control of your financial future

This easy to use calculator helps you assess whether you’re on track to a successful retirement. Take control of your future in four easy steps.

Free Retirement Calculator

This easy to use risk assessment calculator utilizes cutting edge technology that helps to pinpoint your acceptable levels of risk and reward. Ensure your portfolio aligns with YOUR investment goals and risk expectations. Determine your risk number in just a few minutes.

Free Portfolio Risk Analysis

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