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Investment Management & Retirement Planning

You’ve Got Goals. We’ve Got Solutions

Spending & Savings

Allow your money to work just as hard as you do

Your dedicated Investment Advisor will help you customize an investment strategy in line with your risk tolerance and goals.

Trading & Investing

Invest the way you want to

Whether you are a Savvy Investor or a Novice, your dedicated investment advisor will seek the investments that you want and recommend investments that will fit your best interest.

Spending & Savings

Your future starts now

Whether you want to manage your retirement investments on your own or have us guide you, you’ll have a dedicated Chartered Retirement Planning Counselor™ to help you along your journey.

Wealth Planning and Management

Work with a Qualified Investment Advisor and CERTIFIED FINANCIAL PLANNER™ Professional

We will partner with you on a customized plan designed to help grow and protect your wealth.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Smart Wealth Strategies are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.