Brooks Wealth Strategies is a wealth management firm founded by Dan Brooks. The company operates on a philosophy of personalized service, building long-term relationships, and employing a family-focused approach to financial planning. They provide comprehensive services including wealth management, financial and retirement planning, risk management, and investment advisory. The firm is an affiliate of Kestra Financial, with securities and advisory services offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Founded in

United States