R. Brook Menees, CFP®
Founding Partner & Financial Advisor
Brook is a CERTIFIED FINANCIAL PLANNER TM professional with over 25 years of experience as a financial advisor. He works tirelessly to assist business owners and individuals who have the financial resources to build and preserve their wealth for important personal goals, business goals, and charitable causes. Brook always puts the client’s need and concerns first, and has the experience to assist his clients with their unique financial plan. 2013 - 2019 Five-Star Wealth Manager Recipient.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.