Building Growth to Help Navigate these Turbulent Economic Times

Brooks Capital Strategies offers customized strategies for all aspects of our clients' financial goals and needs in the areas of estate planning, tax savings, risk management, business owner planning, college funding, financial independence planning, and much more. This multi-disciplinary approach helps set us apart. Our team has a proven process to formulate a game plan, and then act as a catalyst to help clients take action and pursue their goals. More about our Process

Helping You Pursue Your Financial Dreams

We are an independent firm that over the last 15 years has taken special care to formulate strategic alliances with competent, local, specialized advisors in the areas of tax advising, law, real estate, mortgage lending, and banking, which helps to ensure that our clients receive the variety of services they need in an efficient and effective manner. More about our Services

We've Moved!

Come visit us at our new location at 360 SW Powerhouse Dr., Suite 310
Bend, Oregon 97702

Featured Article

Growing Up Is Hard

Once again, we are seeing stomach-churning volatility in the stock market. It seems especially unexpected this time, as the Federal Reserve (the Fed) had just announced even more steps to boost the economy with its plan to purchase longer-term Treasuries. Many people had expected the market to respond once more with a rally. The severe dip on Thursday, September 22, is therefore even more disconcerting. What is going on here?

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This communication is strictly intended for individuals residing in the states of AK,AZ,CA,NY,OR,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Personal Financial Planning and Business Advisory Services, as well as fixed insurance products and services, offered through Brooks Capital Strategies, a Registered Investment Adviser, are separate and unrelated to Commonwealth.