1090 Elm Street,
Here at Brook Wealth Management, LLC we proactively plan for your future tax liabilities to help minimize the taxes you owe.
Working in conjunction with your accountant or tax professional, we review your return to ensure that you are realizing the options available to you. We consider tax planning carefully as part of our wealth building practice and ensure that our clients are invested in tax-efficient ways.
The following is a list of some of the situations we can help you with: