Our dedicated team is here to serve our advisors by offering all the support they need to succeed. Advisors can utilize our team, services, and technology for a unique and customizable solution.
We provide our advisors with the most comprehensive education and training possible. From investments to practice management to conducting appointments - we have you covered.
Our integrated Advisor Portal has all the features independent advisors need to help elevate the client experience, operate more efficiently, and offload your office administration.
Watch as Dean Zayed, founder and CEO, discusses how Brookstone is redefining and reinventing the TAMP space by offering independent advisors a lot more than just a money management provider.See what advisors are saying