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Chicago Area Financial Planning and Investment Advisory Services
Wealth Advisors For Investment Management, Tax Strategies, and Retirement Planning in Illinois and Throughout the U.S.
At Brookstone Wealth Strategies, we provide personalized financial services to address your needs throughout your life and career. No matter what stage of life you are in or what asset level you possess, we will develop a plan that works for you. Our qualified professionals have more than 30 years of experience in investment management, wealth advising, and financial planning, and we use our knowledge to devise and implement strategies that help you preserve and grow your wealth. We are fiduciary advisors, so we always offer advice and manage your assets in accordance with your best interests. With our guidance, you can feel confident in a financial plan that provides for the needs of yourself and your family and offers a path toward achieving your goals.
Investment Management Services
Strategic investing offers many potential benefits when it comes to increasing your wealth over time. We work with you to understand your investment goals and the degree of risk you are willing to tolerate, and we help you build and manage a diversified portfolio including stocks, bonds, mutual funds, cash equivalents, commodities, and other assets. We aim to achieve the best balance of growth and preservation based on your preferences and current circumstances and to adapt your investment strategy over time as your needs change.
Financial Planning
We work with you to establish a clear understanding of your current financial state and your goals for the future, and then to develop a budget and plan that allows you to work toward them. We help you plan for major life events like buying a home, sending your children to college, getting a divorce, or retiring comfortably.
Insurance Strategies
We recommend and help you implement life insurance strategies that protect your estate by assisting your surviving family members with funeral expenses, medical bills, and estate taxes in the event of your death, as well as strategies that provide for your long-term care during your lifetime.
Retirement Planning and Investing
A retirement plan that starts early in your career can help to ensure that you will have access to the income you need to live comfortably throughout the rest of your life. We advise you on strategies to make the most of IRAs, 401(k)s, and other retirement accounts, as well as other resources like Social Security and Medicare benefits. We also help you maintain a good balance of growth and preservation investments depending on how soon you plan to retire and start accessing your funds.
Denise M. Baranowski
Wealth Advisor
Denise Baranowski, CDFA, CTFA, has decades of wealth management experience, including time on Wall Street and as a financial advisor for major financial services corporations including J.P. Morgan and Merrill Lynch. She focuses on investment management, as well as divorce and retirement planning.
Robert P. Baranowski
Investment Representative
With a background in management and healthcare and multiple securities licenses, Robert Baranowski, MBA, advises clients on health, life, and disability insurance strategies, as well as annuities that provide a regular source of income during retirement and help to cover the costs of long-term care.
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