News

We are proud to share that The Wealth Advisor has featured Brookstone Capital Management in its latest article, “The ‘TAMP+’ Difference: Brookstone’s Path to Practice Growth.” This recognition highlights Brookstone’s innovative approach to advisor support, which goes beyond traditional TAMP services to provide business development, succession planning, and integrated insurance solutions.

In a conversation with host Alex Cavalieri, CAIS Head of Marketing, Dean speaks about how Brookstone combines technology with personalized advisor support, which, according to Dean, aligns with the broader industry shift from transactional to fiduciary-based, relationship-driven practices.‍

Full-service financial planning firm and RIA expands wealth management and investment advisory offering within AmeriLife’s powerful, holistic wealth distribution platform

Brookstone Capital Management (“Brookstone”), a leading, SEC-Registered Investment Advisory (RIA) firm and affiliate of AmeriLife Group, LLC (“AmeriLife”), announced today that it has partnered with Hoffman Financial Group, a nationally recognized financial planning firm based in Atlanta.

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce a new strategic partnership with Brookstone Capital Management, a leading financial advisory firm based in Wheaton, IL.

Brookstone awarded the business to Ultimus as a result of Ultimus’ consultative approach and ability to plug into the ETF ecosystem of various third-party providers.